Magazine Articles
trendspotting
Many Employees Want Financial Planning and Advice at Work
MetLife's latest Annual Employee Benefits Trends Study found that the workplace has become the dominant starting point for building a strong financial safety net
sales champ
More Than Middle Men
Partnering with providers to increase your value proposition to clients
fiduciary fitness
Raising the Bar
The DoL offers a new safe harbor for small-plan contribution deposits
trendspotting
Retirement Confidence Plummets in EBRI Survey
The percentage of workers very confident about having enough money for a comfortable retirement decreased sharply, from a mere 27% in 2007 to fewer than one in five...
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
chalk talk
Want Adds
What your client needs is someone to help him understand his fiduciary responsibility
investment-oriented
Balancing Act
The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges
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Closing the Deal
The finals presentation is the end of one process and the beginning of another
trendspotting
Iowa Is First State To Use Improved Annuity Disclosures
The Iowa Division of Insurance will be the first U.S. state regulator to implement an initiative designed to improve consumer understanding of fixed and indexed annuities.