Team Brokers Central will be attending an exciting professional development day on Tuesday, Aug 15 along with some of our Premium & Priority brokers. The programs will be directed by Simcha Gluck co-founder of FreshBiz featuring his one-of-a-kind "gamification" program. Along with BC company advisors Phyllis Calvano & Vince Vitiello. Our…
New account executive will coach life insurance brokers to reach the next level MONTEBELLO, NY– AUGUST 14, 2017 – Brokers Central is pleased to announce that Shiffy Schwartz will join its team as an Account Executive effective September 1. Schwartz brings more than 10 years of life insurance experience…
As financial professionals, we are more successful in helping clients reach their financial goals when we understand the motivations and rationale behind their decision making. A national study, From Concerned to Confident by Guardian Life identified links to and behaviors of overall life satisfaction and financial confidence. The research revealed…
NAIFA, in conjunction with subject-matter expert Don Trone, has developed a new NAIFA Skill Builders four-hour workshop to help you understand and comply with the new Labor Department fiduciary rule while serving the best interests of your clients. Learn how to apply best practices using 10 Fiduciary Dimensions and a Steward Attributes…
Lawyer Marcia Wagner explains how the Labor Department's fiduciary rule applies to some types of investment advice and what kinds of advice are excluded. ThinkAdvisor (8/4)
The new fiduciary rule stands to have an enormous impact on the financial services industry, and it is important that companies consider its implications in their communications with current and prospective customers, writes Gregg Dinino of Roberts Communications. "At a baseline, firms should be striving to clearly define what exactly…
US household purchases rose 4.2% in the second quarter, while the overall economy expanded 1.2%, according to the Commerce Department. Businesses and government agencies reduced spending. Bloomberg (7/29), Pensions & Investments (free access for SmartBrief readers) (7/29), MarketWatch (7/29)
Most financial advisers are advising clients to keep investments steady after the Brexit vote, but some advisers say the event may be a signal to re-evaluate asset allocations, a Financial Planning survey found. Some advisers see Brexit as foreshadowing a move away from globalization, which could hurt the US, the…
While 93% of Americans say they think positively about living longer, 70% say they feel financially unready for the prospect, an Allianz Life study found. The concern is even bigger among younger people, with 79% of Generation Xers and 74% of millennials unsure they are financially prepared for a longer…
The Department of Labor fiduciary rule will make 401(k) investment funds with zero revenue sharing more attractive to advisers seeking to mitigate compliance risks. "It's just cleaner to go to zero revenue share and layer on that [advisory] fee, rather than try to levelize compensation with different revenue-sharing percentages in…
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