Advisor Sales Strategies

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.

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