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Archive for April 2014

New York Life posts double-digit earnings increase

{April 30th, 2014} by Warren S. Hersch

New York Life Insurance Company, New York, enjoyed a double-digit increase in profits last year, the company disclosed today in its 2012 financial results. Operating earnings, the company’s measure to track profitability from ongoing operations, grew 18.4 percent in 2012 to $1.6 billion from 1.3 billion in 2011. This marks the fifth of the last […]

10 best paying independent broker-dealers

{April 30th, 2014} by InvestmentNews

Where do the top advisers make the most in annual production at independent broker-dealer firms? Find out which firms came out on top this year, according to our latest IBD special report.   Click here to view

The work guilt problem

{April 30th, 2014} by Kathryn Mayer

(AP Paris/Jacques Brinon) By this point, you’ve probably considered moving to France. If not for the croissants, culture and cafes, then maybe for the country’s view on round-the-clock work. You may have read the news item about a new French accord — it spread quickly in the United States. But here’s the gist: In the […]

Ramsey: Your bank’s advice is bad. NAFA Response

{April 30th, 2014} by NAFA

Posted: Wednesday, April 9, 2014 7:42 am Dear Dave, I want to roll over a 401(k), and my bank is encouraging me to roll it over to fixed annuities. Is this a good investment? John Dear John, More times than not, when you go to a bank for investment advice, what you’ll get in the […]

ING Agrees To Sell $1.8B Stock In Insurance Arm

{April 30th, 2014} by The Associated Press

AMSTERDAM (AP) —ING Groep NV, the Dutch bank and insurance company, has struck a deal to sell$1.8 billion (1.28 billion euros) worth of shares in its insurance arm to Asian investors later this year. The European Commission has instructedING to spin off its remaining insurance operations in compensation for needing state support during the financial […]

Allstate Case Shows Risk Of Signing Away The Right To Sue

{April 30th, 2014} by TARA SIEGEL BERNARD

When his children were young,Nathan Littlejohn was a regional salesman in search of a position that would allow him to spend more time with his family. So when he heard about Allstate’s neighborhood agent program in 1990, he was intrigued. Over the next several years, he said, he worked round the clock to build his […]

The Hartford Releases 1Q Financial Results

{April 30th, 2014} by Proquest LLC

The Hartford reported core earnings of $564 million for the three months ended March 31, (first quarter 2014), up 23 percent from $457 million in first quarter 2013, reflecting improved results in all of the company’s business segments. In a release on April 28, the Company noted that core earnings per diluted share rose 27 […]

Clients’ higher tax bills prompt advisers to brush up on taxes

{April 30th, 2014} by Darla Mercado

After a particularly brutal 2013 filing season, look for income tax planning to emerge as a specialty among financial advisers. A combination of factors is elevating the importance of income tax planning with respect to high-net-worth clients. First, there’s the fallout from the American Taxpayer Relief Act of 2012, which took effect on Jan. 1, […]

LPL Targets Advisor Growth Opportunities

{April 30th, 2014} by Cyril Tuohy

Many of the most promising long-term growth initiatives for broker/dealer LPL Financial lie with banks and credit unions that are seeking revenue from wealth management services and looking to outsource broker/dealer operations, LPL executives said. Banks and other financial institutions within LPL’s registered investment advisor (RIA) channel have enough demand to add more than 400 […]

Genworth Announces First Quarter 2014 Results

{April 30th, 2014} by PR Newswire Association LLC

</body> RICHMOND, Va., April 29, 2014 /PRNewswire/ –Genworth Financial, Inc. (NYSE: GNW) today reported results for the first quarter of 2014. The company reported net income[1] of $184 million, or $0.37 per diluted share, compared with net income of $103 million, or $0.21 per diluted share, in the first quarter of 2013. Net operating income[2] […]

LIMRA LOMA Secure Retirement Institute Names David Levenson As Its First Board Chair

{April 30th, 2014} by Targeted News Service

ATLANTA, April 29 — LOMA (formerly Life Office Management Association) issued the following news release: The LIMRA LOMA Secure Retirement Institute announced today its Board has unanimously elected David Levenson to be the first Board chairman and Kent Callahan as vice chair. “We are delighted to have two such respected industry leaders guiding the LIMRA […]

Where Do Hybrid Annuities Fit?

{April 30th, 2014} by Linda Koco

The arrival of hybrid annuities into the marketplace is causing some head scratching in the advisor ranks. Because the policies blend characteristics of variable annuities with those of fixed index annuities, the question is: how to position the products with clients? Kelley Connelly, an investment advisor representative who focuses on annuities at JHS Capital Advisors […]

24 most creative people in insurance

{April 29th, 2014} by Vanessa De La Rosa, Noah Guillaume, Emily Holbrook, Nichole Morford, Paul Wilson

Insurance is an industry that depends upon data to accurately assess and manage risk. It is inherently a cautious business — and slow to change, many would add. But it is also a business designed to problem-solve, to engineer, to market and sell customized solutions to a consumer base that needs its products more than […]

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Advisor Network Summit

{April 29th, 2014} by Jamie Johnson

Wink’s CEO, Sheryl J. Moore, will be speaking at the Advisor Network Summit. Don’t miss out! Be sure to take advantage of this well rounded program that includes distinguished and award winning advisor/speakers, unrivaled networking opportunities, and superior educational opportunities. Join Us At This CAN’T MISS Industry Conference The Advisor Network Summit is designed to be […]

Advisors look to engage next generation of affluent

{April 29th, 2014} by Warren S. Hersch

More than four in 10 financial services providers to the affluent seek to develop relationships with clients’ children at the start of a planning engagement, new research reveals. Cerulli Associates published this finding in “High-Net-Worth and Ultra-High-Net-Worth Markets 2013: Understanding the Contradictory Demands of Multigenerational Wealth Management.” The research indicates that 40.9 percent of high-net-worth […]

Survey: American Workers Aren’t Financially Fit

{April 29th, 2014} by Proquest LLC

American workers view themselves as more physically fit (57 percent) than financially fit (28 percent), according to new research from the Principal Financial Well-Being Index:American Workers. In a release, the Company noted while employees report lagging financial health, 84 percent recognize maintaining physical health is an investment in their financial future. Some 46 percent feel […]

Listen To Clients Before You Try To Sell

{April 29th, 2014} by Rick Rummage

As a financial advisor, it is vital that you understand the art and science of sales. What you are really selling is yourself: your knowledge, trust, service and personality. And when you’re trying to land new clients, it’s not just what a prospect tells you that’s important, it’s also what he does not tell you. […]

Top 5 Insurance Industry Misconceptions About Copyright

{April 29th, 2014} by Miles McNamee, Copyright Clearance Center

Few industries understand the concept of risk better than the insurance sector. But what about infringement risk? Sharing published information is essential to a company’s ability to thrive. Whether developing new insurance products, keeping abreast of state and legislative regulatory developments or gathering competitive intelligence, insurance professionals depend on copyrighted material. The 2013 Information Consumption […]

Online CalSurance Policy Protects ‘Mom and Pop’ Bloggers

{April 29th, 2014} by Amy O'Conner

With the rise of blogging, anyone can be a published writer but not all bloggers understand their exposure to lawsuits. Too few understand what content can expose them – such as that which can be considered copyright infringement, libel, slander or defamation –and most do not have the resources to protect themselves against these claims. […]

New LinkedIn program offers compliance with SEC and Finra regs

{April 29th, 2014} by Joyce Hanson

LinkedIn has launched a compliance program designed to help advisers and financial services firms meet SEC and Finra record-keeping and supervision requirements while using the popular networking website. Announced on Thursday, the LinkedIn Certified Compliance Partners program is designed to help remove the barriers to social media adoption created by Securities and Exchange Commission and […]

Insurance Agents Not Giving Up on NARAB Producer Licensing Reform

{April 29th, 2014} by Andrew G. Simpson

The insurance industry has not given up on getting Congress to pass legislation to create a national producer registry and make it easier for agents and brokers become licensed in multiple states. The Independent Insurance Agents and Brokers of America (the Big “I”) and other supporters nearly succeeded earlier this year by having the licensing […]

Ameriprise Profits Soar; Firm Boosts Dividend

{April 29th, 2014} by Jennifer Bjorhus, Star Tribune (Minneapolis

April 29–Profits took another double-digit jump atAmeriprise Financial Inc. in the first quarter on fee growth and investor optimism. TheMinneapolis-based company on Monday reported operating profits of$407 million, or$2.04 per share, up 20 percent from a year earlier and beating theWall Street consensus estimate by16 cents a share. Ameriprise executives will discuss the results Tuesday […]

The essentials of Google Analytics for financial professionals

{April 28th, 2014} by Sara Ruthnum

The modern advisor is one part artist and one part scientist. Not only do you have to be creative, engaging the senses of your Web traffic, but also you have to remember the numbers — measuring the successes (or failures) of your marketing strategies. Taking a look at the numbers from successful blog posts and […]

Hartford seen boosting buybacks after unit sale

{April 28th, 2014} by Zachary Tracer and Komaki Ito

( Bloomberg) — Hartford Financial Services Group Inc. will probably expand share repurchases after agreeing to sell its Japanese operations to Orix Corp. for about $895 million. The U.S. insurer could repurchase $1.05 billion of stock, while paying down $350 million of debt, John Nadel, an analyst at Sterne Agee & Leach Inc. said today […]

A.M. Best Comments on The Hartford’s Intent to Sell its Japan Annuity Company

{April 28th, 2014} by A.M. Best

Oldwick – A.M. Best has commented that the ratings of The Hartford Financial Services Group, Inc. (The Hartford) (Hartford, CT) [NYSE: HIG] and its subsidiaries will remain unchanged following the recent announcement that it has signed a definitive agreement to sell 100% of the outstanding shares of its Japanese subsidiary, Hartford Life Insurance K.K., (HLIKK) […]

Northwestern Mutual Promotes EVP to President

{April 28th, 2014} by Fran Matso Lysiak

MILWAUKEE – Northwestern Mutual Life Insurance Co.’s board of trustees has promoted Greg Oberland to president, effective May 1. He currently is executive vice president — products, sales and marketing. The move unites responsibility for sales, marketing and agencies under one function, and intended strengthen the company’s strategic focus on growing its field force, Northwestern […]

Principal Financial’s First-Quarter Profit Up 65% as Assets Under Management Rise

{April 28th, 2014} by Fran Matso Lysiak

DES MOINES, Iowa – Principal Financial Group Inc.’s first-quarter profit increased 65%, as net income available to common stockholders rose to $293.7 million. “We continue to benefit from the diversification of our business model as well as the successful execution of our investment management strategy, allowing us to meet the growing global need for financial […]

Under Pressure, FINRA Moves To Expand Advisor Background Checks

{April 28th, 2014} by Kenneth Corbin

In the wake of revelations that hundreds of registered advisors have failed to publically disclose personal bankruptcies, criminal charges and other potentially damaging information, FINRA is moving to toughen the reporting requirements for BrokerCheck, its public-facing system for consumers to vet their financial advisors. On Thursday, the self-regulatory group’s board of directors approved new rules […]

‘Super-IMO’ Has Deep Pedigree

{April 28th, 2014} by Linda Koco

News that American General Life has unveiled an enhanced fixed index annuity brought with it word that the product was developed in partnership with Market Synergy Group, which will be the product’s exclusive distributor. This means the policy is one of the so-called “proprietary” fixed index annuities (FIAs) that carriers have been developing for sale […]

Top 10 reasons you know that you’re an annuity producer

{April 28th, 2014} by Joe Simonds

Annuity producers (aka annuity agents, annuity salesmen, annuity advisors, and annuity specialists) get all kinds of flack these days. But these guys and gals who sell annuities are not only great people, they truly do care for their clients and are trying to make a difference in the retirement income world (at least 99 percent […]

Main obstacle to better customer service: Lack of communication

{April 28th, 2014} by Warren S. Hersch

More than 80 percent of insurance claims professionals say that monitoring, evaluating and improving interactions with customers is the top claims initiative geared toward improving customer interactions, according to a new report. Trillium Software discloses this finding in its “2013 Claims Survey: Analysis of Results.” Completed in the fourth quarter of 2013, the survey polled […]

Channels Trade Market Share Over Fixed Annuity Sales

{April 28th, 2014} by Cyril Tuohy

Regional broker/dealers, banks and savings and loans institutions were the big winners in the sale of fixed annuities last year at the expense of the independent producer channel, according to Beacon Research. “The story is that as the boomers retire and move toward retirement, there’s been a drastic shift in risk tolerance for investors,” said […]

GLWBs and LIBRs: Which rider fits?

{April 28th, 2014} by Robert Bloink, William H. Byrnes

Today’s annuity marketplace now hosts a crowd of products that can be used to reach almost any client’s financial goals. Unfortunately, the diversity of this group has generated a problem of its own: Even the most astute financial professional may have difficulty navigating the maze of features that can attach to an annuity.  Click here […]

7 Twitter Mistakes Advisors Make

{April 27th, 2014} by Robert Sofia

Although Twitter has been around since 2006, many financial advisors still haven’t completely gotten the hang of it. Despite their best intentions, they misuse it. To make sure you’re getting the most out of your social media efforts, avoid these common mistakes advisors make when using Twitter for business. 1. Not following new people. I […]

Group Calls For Uniform Standard

{April 27th, 2014} by Cyril Tuohy

A coalition of financial and consumer groups reiterated calls for the Securities and Exchange Commission (SEC) to apply a uniform fiduciary standard to financial professionals who provide personalized investment advice. The SEC is considering a uniform standard under Section 913 of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Registered financial advisors are required […]

New parents ignoring life insurance

{April 25th, 2014} by Bill Coffin

  “According to a new survey by Aviva in the UK, only about 20% of new parents either get or update their life insurance. About twice as many create a savings account, and most report higher levels of spending in preparation for their new child, often on things they don’t really need. This speaks to […]

Boomers and bust

{April 25th, 2014} by Steven Lang

Caregiver Warren Manchess helping Paul Gregoline leave the bedroom, in Noblesville, Ind. (AP Photo/Darron Cummings) For years, it’s been said the baby boomer generation is going to set in motion the largest wealth transfer in American history. Now, I’m thinking, maybe not so much. The Insured Retirement Institute – in its report “Boomer Expectations for […]

National Life Group Celebrates Opening Of Brooklyn Office

{April 25th, 2014} by National Life Group

Montpelier, Vermont – April 24, 2014 – National Life Group recently celebrated the opening of an office in the Chinatown section of Brooklyn, N.Y. The office is affiliated with National Life Group’s existing agency in New York and is designed to serve the growing Asian population in the region. “We’re excited to be part of […]

Retirement Lessons from My Two Parents

{April 25th, 2014} by The Experts Blog

An excerpt from: Who Is Your Retirement Role Model? Sometimes, emulating those who have come before can lead to a happy retirement. With this in mind, we asked The Experts: What role model—famous or not—do you have for the way you’d like to live in retirement? This discussion relates to the latest Encore Report and formed […]

FPA’s MetLife sponsorship raises eyebrows about its relationship with the fiduciary foe

{April 25th, 2014} by Carl O'Donnell and Mark Schoeff Jr.

The Financial Planning Association’s acceptance of a sponsorship from MetLife Inc., a leader of the insurance industry, which historically has butted heads with the financial planning community over the issue of a uniform fiduciary standard, has confounded some in the advice arena. “This is a real conflict of interest for the FPA in advancing a […]

Nelson Levine Adds Leading Insurance Executive To Regulatory Team

{April 25th, 2014} by N/A

NEW YORK – Leading insurance law firm Nelson Levine announced today that Maureen Adolf, a former senior insurance executive with Prudential Financial, has joined the firm. As the Senior Vice President of the firm’s Government Relations Practice, Maureen will advise clients on insurance regulatory issues and related corporate business practices, and compliance. Maureen will also […]

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Save the date! Two-day options course for Annuity Marketing practitioners

{April 24th, 2014} by Jamie Johnson

GROUP RATES NOW AVAILABLE!  

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What is SAFE?

{April 24th, 2014} by Jamie Johnson

The Society for Annuity Facts & Education (SAFE), Inc. embarked on its mission to raise awareness and provide the public with reliable information about annuities beginning May 2012. SAFE’s mission is provide accurate, easy-to-understand information about annuities and their role of insuring retirement saving and retirement income to Americans. Organized as a 501(c)3 charitable, educational […]

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Updated: TOTAL OVERALL IUL SALES AND BEST-SELLING IULs OF ALL TIME

{April 24th, 2014} by Jamie Johnson

As promised: the top ten carriers for Total Overall Indexed Universal Life Sales from 1998-2013! Since 1998 we have been tracking  indexed annuity and indexed universal life sales by insurance carrier for each quarter. We report on their year-end sales in our 4th Quarter Wink’s Sales & Market Reports.  I thought it would be interesting to compile all the results to […]

Indexed annuities had record sales in 2013

{April 24th, 2014} by Victor Epstein

The indexed annuities industry benefited from surging stock markets in 2013, which helped boost its annual sales to a new record for the fifth consecutive year. The industry, which has a heavy presence in the Des Moines area, reported that its annual sales rose 13.4 percent from the prior year to $38.7 billion, according to […]

Gay advocacy group calls 2014 “watershed year” for corporate America

{April 24th, 2014} by Victor Epstein

Larry Zimpleman, chief executive officer of the Principal Financial Group, established himself as one of the gay community’s corporate allies this week, during a company-wide screening of a video supporting gay, lesbian and transgender employees and teens. Insurance companies and their CEOs have a reputation for being conservative, but Zimpleman indicated that he believes the […]

Gerhart: U.S. Has a Good Story to Tell at the Global Insurance Symposium

{April 24th, 2014} by Stephanie K. Jones

The state of Iowa on May 20-22, 2014, will host its first ever Global Insurance Symposium, a privately funded event that aims to bring insurance professionals and regulators from around the world together to discuss the challenges facing the global insurance industry and how those challenges may impact the insurance business in the United States. […]

Iowa Insurance Companies to Host Des Moines Insurance Conference May 29

{April 24th, 2014} by Business Wire

Six Iowa insurance companies are collaborating to host the inaugural 2014 Des Moines Insurance Conference. In addition, Symetra Financial Corporation, which is in the process of redomesticating its principal insurance subsidiary to Iowa, will participate in the conference. Participating companies along with executive management speakers include: American Equity Investment Life Holding Company (AEL) John Matovina, […]

AIG Announces Partnership between AGL and Market Synergy Group to Offer Newly Enhanced Index Annuities

{April 24th, 2014} by Business Wire

HOUSTON–(BUSINESS WIRE)–American International Group, Inc. (NYSE: AIG) announced today that American General Life Insurance Company (AGL) has partnered with Market Synergy Group to offer enhanced index annuity solutions. These index annuities, developed exclusively for Market Synergy Group and issued by AGL, provide individuals with a powerful combination of principal protection and growth potential, plus the […]

Symetra Reports First Quarter 2014 Results and Raises 2014 Guidance

{April 24th, 2014} by Symetra Financial Corporation

Highlights Adjusted operating income1 of $65.7 million was up 33% from first quarter 2013, driven by improved earnings in the Benefits Division. Adjusted operating income per diluted share1 was $0.56, up from $0.36 in first quarter 2013. Net income was $79.3 million, or $0.68 per diluted share, up from $66.0 million, or $0.48 per diluted […]

Zurich Sells 40% Stake in MCIS Zurich Insurance for US$93 Million

{April 24th, 2014} by Ernesto Calucag, Hong Kong news editor: Ernesto.Calucag@ambest.com

KUALA LUMPUR, Malaysia – Zurich Insurance Group Ltd. has agreed to sell its entire 40% stake in the Malaysian insurer MCIS Zurich Insurance Bhd to its joint venture partner Koperasi MCIS Bhd for 304 million ringgit (US$93 million). The deal, which is expected to be completed on May 5, 2014, is in fulfillment of Bank […]

Finra approves background checks for brokers

{April 24th, 2014} by Mark Schoeff Jr.

Brokerages would have to perform background checks on new employees under regulatory changes Finra made on Thursday. The board of the Financial Industry Regulatory Authority Inc. approved amendments to the broker regulator’s supervision rule that require member firms to investigate the backgrounds of financial advisers applying for Finra registration. The reviews would be required for […]

FPA gets sponsorship from MetLife, raising eyebrows about relationship with fiduciary foe

{April 24th, 2014} by Carl O'Donnell and Mark Schoeff Jr.

The Financial Planning Association has accepted sponsorship from MetLife Inc., a leader of the insurance industry, which historically has butted heads with the financial planning community over the issue of a uniform fiduciary standard. The sponsorship, which began April 1, promises MetLife Inc. “high-profile, year-round exposure to more than 23,000 FPA members though several online, […]

New LinkedIn program offers compliance with SEC and Finra regs

{April 24th, 2014} by Joyce Hanson

LinkedIn has launched a compliance program designed to help advisers and financial services firms meet SEC and Finra record-keeping and supervision requirements while using the popular networking website. Announced on Thursday, the LinkedIn Certified Compliance Partners program is designed to help remove the barriers to social media adoption created by Securities and Exchange Commission and […]

From ING to Voya: A successful exercise in rebranding?

{April 23rd, 2014} by Warren S. Hersch

Rechristening a company is always a major undertaking. Signage, brochures, contracts, radio and print advertising, not to mention a myriad of other materials, all have to reflect the change. If well chosen, the new brand can be expected to maintain or boost the success of the firm. Click here to read…

The ‘chilling effect’ of FINRA’s broker bonus rule

{April 23rd, 2014} by Janet Levaux

The SEC has just ended its comment period for a proposed rule requiring disclosure and reporting of recruitment deals. While several wirehouse and large independent broker-dealers have mixed views on the potential regulation — and suggest major changes — a group of about 150 independent advisors has given the proposal, referred to as Rule 2243, […]

New must-know SEC rules

{April 23rd, 2014} by Kristen Luke

Last week, the SEC published new testimonial and social-media guidelines which clear the way for advisors to use social-media review sites such as Yelp and Angie’s List. While the new guidance may seem like a big leap forward for financial advisors who use social media, there are still many restrictions. It’s essential that you understand […]

For many consumers, familiarity influences insurance choices

{April 23rd, 2014} by Ruth Ann Monti

Shopping for insurance is not high on many people’s to-do lists, a factor that makes selling it particularly difficult, even though insurance is required for cars, home mortgages and now health care. In the United States, insurance agents face a lot of denial when they discuss risk and try to explain how insurance can protect […]

The Hartford Plans To Move 700 Workers From Simsbury To Hartford

{April 23rd, 2014} by Kenneth R. Gosselin and Matthew Sturdevant

April 23, 2014|By KENNETH R. GOSSELIN and MATTHEW STURDEVANT, kgosselin@courant.com, The Hartford Courant HARTFORD — The Hartford plans to relocate 700 workers from its Simsbury offices to its headquarters on Hartford’s Asylum Hill in a deal that has been in the works for months. The Hartford Financial Services Group made the announcement Wednesday. It also […]

Annuity industry innovations

{April 23rd, 2014} by Emily Holbrook

It’s true – many do not immediately think of the insurance industry when they think about product innovation. But, among other things, we’re trying to change that stigma. From a breast cancer tumor calculator to health care ministries to annuity mobile apps, the insurance industry, whether deservedly recognized or not, is an innovation juggernaut. Click […]

Life insurance industry innovations worth a look

{April 23rd, 2014} by Warren S. Hersch

The May issue of National Underwriter Life & Health will mark the inaugural “Insurance industry product innovation” feature. Within it, we profiled innovations in the life, health and annuity markets. Click here to view the life industry innovations selected.

American National Insurance First-Quarter Net Drops, but Revenues Rise as Life Policies Grow

{April 23rd, 2014} by Marie Suszynski

GALVESTON, Texas – American National Insurance Co. posted a drop in first-quarter net income despite a 3.7% rise in revenues for the first quarter as sales for recurring premium life policies were up. Net income fell to $52.9 million due to a nonrecurring tax benefit recognized during the first quarter of 2013. Revenues grew 3.7% […]

The 10 fastest-growing independent broker-dealers

{April 23rd, 2014} by InvestmentNews Data

Indie broker-dealers on the rise In advance of the upcoming InvestmentNews Special Report on independent broker-dealers, here’s a sneak peek of the latest IBD data. We’ve ranked the 10 fastest-growing indie B-Ds based on the percentage the revenues jumped in 2013 compared to 2012. These firms are all from our list of the 25 largest […]

For Female Advisors, A $32K Pay Gap

{April 23rd, 2014} by Rachel F. Elson

Want to know why there aren’t more female CFPs? Follow the money. Even with the same experience, revenue production and ownership status, female financial advisors make$32,000 a year less than their male counterparts, according to newAite Group research for the CFP Board. The real-world discrepancy is probably even greater: Female advisors are also younger than […]

Annuity Sales Lagging? Look At The ZIP Codes

{April 23rd, 2014} by Linda Koco

A retirement-focused advisor along the New Jersey shore encountered a production problem that Bill Poll said data analytics helped to solve. After five years of high production, sales started dropping, seemingly out of the blue. It happened before Hurricane Sandy in 2012, so the devastation was not the cause. Poll said a ZIP code study […]

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