Asset managers are expected to look for markets and products to offset the effect of fee compression, despite continued growth in global assets under management, according to a report from Cerulli Associates. In the US, an aging population is driving interest in products such as annuities, the report states. PlanAdviser…
People looking to minimize taxes or pass their retirement savings on to heirs have a few tax-efficient options, writes F. Michael Zovistoski of UHY Advisors NY. He suggests using IRA funds to buy life insurance then hold the policy in a trust and using qualified charitable distributions. WealthManagement
Advisors frequently come to sales coach Dan Solin confused about why they failed to convert a prospect after a “great” meeting. In these cases, Solin often learns that the advisor did the majority of the talking, made assumptions or approached discussions about fees improperly. Advisor Perspectives
A New York judge has upheld the legality of an annuity sales rule, which was challenged in a lawsuit brought by the New York chapter of the National Association of Insurance and Financial Advisors and the Independent Insurance Agents and Brokers of New York. Following the ruling, Gary Sanders, vice…
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