Advisor Sales Strategies

A recent study by ING found that Americans need more guidance when it comes to retirement planning — and they’d like it to come from their employers.

LAS VEGAS A trade show can be a boon for a stumped writer starved for material. A trade show in Las Vegas can be the mother lode or a disaster.

Many large municipal bond mutual funds and closed-end funds have lost 10 percent or more of their NAV since November, and some clients may be wondering if they should lighten up or leave munis.

In this blog, I’ll be highlighting some of the major events that occurred in the employee benefits business over the past week, as well as the news coverage surrounding them.

The new fiduciary standard is a game-changer in that it replaces the suitability standard

According to a survey of advisors employed at independent broker-dealers and insurance companies, 86 percent report that being an independent registered investment advisor (RIA) is appealing.

Retirement confidence has hit a wall. It’s bad enough when workers in private employer plans are fumbling for a revolutionary turnaround with their accounts, but when lawmakers can’t pay up on pension promises, the need for a better alternative becomes evident.

Many financial advisors are under-pricing their fee-based business — to the tune of $20,000 in average fees lost.