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NEWS
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How to Maintain Facebook Privacy: Create Groups
May 22, 2012More and more planners need to start taking advantage of this powerful medium, says social media expert Amy McIlwain, but how?
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Want to Woo Retirees? Romance Them with Words
May 22, 2012Advisors seeking to help older Americans prepare for retirement should remember to keep one tip in mind: avoid using the word “retirement.”
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With Divorcing Clients, Advisors Must Listen, Listen Listen
May 22, 2012“I feel like a therapist sometimes,” says Patricia Barrett, one of the five speakers on the Remember the Alimony panel of divorce experts at the Women Advisors Forum in Dallas. “I took mediation training at the University of Houston School of Law. They really emphasized listening, looping back and repeating back to people."
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Secret to Social Media Success: Don’t Give Financial Advice
May 22, 2012Talk coffee, not college savings plans. That avoids potential compliance issues. Besides, visitors to social media sites are coming to learn about who you are, not what you sell.
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Most Financial Advisors Don’t Include Life Insurance in Planning
May 22, 2012One in 10 admit they only discuss existing policies if the clients ask.
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Six Lessons About Loyalty and Success for Every Advisor
May 22, 2012After Ann Hughes took over a struggling annuities wirehouse division, she learned six lessons about loyalty and success that every financial advisor can apply to their practice.
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How to Guide Clients Through Washington’s Healthcare, Budget Debates
May 22, 2012Advisors should encourage their clients to take advantage of current gifting opportunities, now that individuals can give others cash gifts up to $13,000 tax-free.
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Workers Shifting Expectations of Retirement
May 22, 2012Majority of workers surveyed plan to put off retirement until after 65, and then find retirement work.
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Indexed Annuity Sales Excel in Low Interest Rate Environment
May 22, 2012MetLife noted as top seller of annuities, while Prudential leads variable annuity sales; overall, annuity sales decline markedly.
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State Street Spices Up Money Market Platform
May 22, 2012State Street Global Markets today said that its broker dealer omnibus trading capabilities have been added to its Fund Connect money market fund trading platform.
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Morningstar Encourages More Target-Date Fund Disclosure
May 22, 2012Morningstar, Inc. recently filed a comment letter with the Securities and Exchange Commission urging the regulator to require target-date series to provide more details on how the investments are managed and structured.
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iShares Preps Latin Bond Fund
May 22, 2012iShares has filed paperwork with the Securities and Exchange Commission to launch the iShares Latin America Bond Fund, which is benchmarked to the Barclays Latin America Bond Index.
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The Habits of Successful Retirement Plan Advisors
May 21, 2012Successful advisors have more efficient practices, they keep up to speed on products and trends, are better positioned to withstand uncertain markets, and they are better prepared to handle specific economic challenges like low interest rates, according to Cara Farchione, manager of retirement solutions for Raymond James.
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