The Assets: Insurance planning

Targeting Single Female Clients? Here Are Some Tips

September 16, 2021No Comments

Commonwealth Financial Network's Heather Zack says advisors should help single female clients become confident with their finances so they can take the next step.

$100M Practice Joins Cetera in New York

September 2, 2021No Comments

HD Financial Specialists wanted to affiliate with a firm that could handle its “specialized” client base.

Boring, but Beautiful: Big ETFs Keep Collecting Investor Cash

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Boring, but Beautiful: Big ETFs Keep Bringing in Investor Cash

FAs Weigh In: Biden’s Tax Proposals Merit Re-Examination of Estate Plans

June 2, 2021No Comments

“We should challenge our perspectives on wealth planning away from maximizing unrealized capital gains and deferring taxable income to better co-exist with these tax reforms,” says StrongBox Wealth managing partner Chuck Cooper III.

Merrill, Morgan Stanley FAs: Client Lending is Growing

April 7, 2021No Comments

Interest in merger and acquisition opportunities and residential and commercial real estate are factors driving the growth, advisors say, according to Barron’s.

Annuity Sales Poised for Most Growth Among IBDs: Survey

January 4, 2021No Comments

Nine out of 10 insurers expect IBDs and agents will grow variable annuity sales in the next three years, the highest among all channels, according to a new Cerulli research.

Canadian Digital Financial Planning Firm Expands into U.S.

November 3, 2020No Comments

Toronto-based Planswell has begun offering its free financial plans to U.S. residents.

Finra Suspends Ex-Broker Over Impersonation of Customers, Supervisor

August 13, 2020No Comments

Michael Edward Feeley allegedly impersonated two customers and his supervisor at Northwestern Mutual Investment Services to obtain insurance contract and policy information from an unnamed insurance provider.

Morgan Stanley Rolls Out Property & Casualty Insurance for HNW Clients

August 5, 2020No Comments

The company will connect clients with insurance providers through insurance brokers HUB International, Marsh Private Client Services and Willis Towers Watson. 

POC, Women, LGBTQ Individuals Hurting More Financially from Pandemic

July 15, 2020No Comments

Overall, close to half of Americans are concerned about their finances, according to a recent survey by Prudential.