Advisor Sales Strategies

Could the U.S. lose its top credit rating even if a deal is reached to raise the debt limit? Market analysts and investors increasingly say yes.

IRA rollovers are a unique asset-gathering opportunity, a report released Monday by McKinsey claims. The problem for wealth managers, McKinsey notes, is that they have largely failed to mobilize their advisory forces, adding that less than half of brokerage clients receive help from their advisors on rollovers.

An insightful colleague of mine recently wrote up 5 ways to prepare for U.S. default, which included the advice to not shift your retirement money into cash. Those of you investing in Johnny Cash LPs, by all means continue.

Scrambling to protect themselves against a U.S. default, investors are buying gold and foreign currencies, using derivatives to bet on a stock market collapse and taking out complicated insurance policies.

Sales people who drift through their career with no real success find that there are always excuses for not getting new business. Just through sheer oblivion to opportunities around them, they manage to plod along with an income that may barely get them above poverty level or provide a mediocre...

As the retirement plan industry comes of age and enters a period of relative calm following a period characterized by tumultuous economic, socio-cultural and regulatory change, experts predict the growing role of retirement advisors will be one of the most noteworthy changes the industry will see over the next five...