I want to surrender my whole life policy, advice?
Hello, A bit over 6 years ago when I was 24, an advisor sold me a WL policy. The coverage...
life insurance
A Guide to Marketing a Life Insurance Business
Last Updated on February 4, 2023 Marketing a life insurance company can be a challenging task, as the topic of...
Cetera Lured Advisors With $13B of Assets in 2022
“While 2022 was not without its challenges, we are energized and inspired by our results and optimistic about an even...
Ex-Ladenburg Exec Replaces Jim Dickson as Sanctuary Wealth CEO
What You Need to Know Adam Malamed has replaced Jim Dickson as Sanctuary Wealth CEO. Sanctuary didn't say why Dickson...
Secure 2.0 Adds RMD Flexibility for Surviving Spouses
What You Need to Know Secure 2.0 has added options for surviving spouse beneficiaries to be treated as the deceased...
7 Ways to 'Future-Proof' Your Independent Practice
Start Slideshow While positive steps have been made across the financial advisor industry, far too many independent practice leaders continue...
How GIPS Can Help Advisors Boost Client Confidence
Under GIPS, an advisor uses a time-weighted rate of return to calculate account/portfolio performance. This metric takes investor behavior out...
Why life insurance is the ultimate Valentine’s Day gift
What are the components of a great Valentine’s Day gift? It should be romantic, personal, intimate even. It should demonstrate...
Investors Risk Sleepwalking Into Selloff: BofA
What You Need to Know Global equity funds had $44.7 billion of inflows in the past four weeks. Investors flocking...
Raymond James, Rep to Pay $20M Over Recruiting 'Raid' on Wells Fargo Office
The team joined Raymond James in late 2018 with six advisors — Rhoades, Jan Schmeski, Mike Stockton, Steve Bettenhausen, David Matty and...
