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Your client's IRS Form 1040 can be a valuable resource for planning and sales ideas. This Webinar covers some of the information that an IRS Form 1040 provides, such as income and expenses, interest, dividends, capital...

source: FSP

Advisors typically begin client relationships with a focus on return on investment but a new white paper argues that, paradoxically, an emphasis on risk is the surer path to keeping clients happy and winning over new prospects. The essential problem, according to the paper...

source: Life Health Pro

The No. 1 challenge heard from personal lines agents is that the phone isn’t ringing with new prospective customers. The reason for that is obvious, most consumers initiate shopping online. Many agents try to generate or buy leads online, but the results are dismal...

source: Property Casualty 360

While the recently proposed Department of Labor conflict of interest rule made substantial revisions to 2010’s proposal, one carve out affecting providers of financial and investment education remained intact. As with the DOL's initial effort, the new proposal states...

source: Benefits Pro

The Financial Industry Regulatory Authority has started a new help line for seniors 65 and over that can be useful for investors of all ages. "The FINRA Helpline for Seniors adds a level of attention and assistance to senior investors. This new resource will provide them...

source: Financial Advisor

Advisors who are looking for, say, a domestic equity ETF for a portfolio will want to examine potential candidates to see which fund best suits the client's needs. Aside from checking the basic rules governing the underlying index, you'd probably want to compare the expense...

source: On Wall Street


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