The Broker Innovation Lab celebrates brokers and other benefits stakeholders who have embraced the changing marketplace to position themselves and their business for future success
Since the fiduciary rule has been delayed, New York state is proposing a state law requiring sellers of life insurance and annuities to act in the best interest of clients.
The Protocol for Broker Recruiting was designed to mitigate lawsuits when advisers left to join a competitor, and almost 1,700 firms have signed the protocol -- but two major firms will no longer uphold it.