12/16/2021
Advisers Turn to Cryptocurrency to Stand Out From Competitors
Advisers Turn to Cryptocurrency to Stand Out From Competitors
Close to 30% of financial advisers are using or expect to use cryptocurrency in their clients' portfolios, according to a t survey by Cerulli Associates.
11/29/2021
Annuities Are Coming to More Retirement Plans
Annuities Are Coming to More Retirement Plans
Financial advisers have an opportunity to help their employer clients consider guaranteed income options for their defined benefit retirement plans as more employees want them.
10/28/2021
How the Marketing Landscape Will Change for Advisers Next Year
How the Marketing Landscape Will Change for Advisers Next Year
Some financial advisers will have more flexibility with their marketing starting in the fall of 2022.
09/28/2021
What the SEC Cybersecurity Crackdown Means for Financial Advisers
What the SEC Cybersecurity Crackdown Means for Financial Advisers
The U.S. Securities and Exchange Commission takes protecting clients’ data seriously.
08/19/2021
More States Adopt Annuity ‘Best Interest’ Regulation
More States Adopt Annuity ‘Best Interest’ Regulation
More States Adopt Annuity ‘Best Interest’ Regulation
07/21/2021
Gen X Takes a Closer Looks at Annuities
Gen X Takes a Closer Looks at Annuities
Annuity sales have been focused on retiring baby boomers, but advisers may be overlooking a key market if they only focus on people close to retirement.
06/30/2021
How to Map Future-Oriented Skills Across Your Workforce
How to Map Future-Oriented Skills Across Your Workforce
How to Map Future-Oriented Skills Across Your Workforce
06/02/2021
New Legislation To Require Annuities In Retirement Plans
New Legislation To Require Annuities In Retirement Plans
New Legislation To Require Annuities In Retirement Plans
05/05/2021
Webinar - Wellness & Technology
Webinar - Wellness & Technology
Technology is a big part of many people’s lives and it can help make day-to-day tasks easier. We use technology in our homes, at work, in our cars, and just about everywhere we go. Do you use technology as part of your wellness routine? Watch fitness videos online? Participate in virtual appointme...
01/02/2020
Webinar: Va**ng / E-cigarettes — The Latest Science
Webinar: Va**ng / E-cigarettes — The Latest Science
Did you know that according to the ‘Va**ng Illness Tracker’ there have been 2,172 cases of lung disease and 44 deaths due to va**ng? The use of e-cigarettes and va**ng have become an important public health issue and is particularly important for youth health.
12/06/2019
5 Things Advisers Need to Know About the Fiduciary Rule in 2020
5 Things Advisers Need to Know About the Fiduciary Rule in 2020
An Obama-era regulation that required all advisers working on retirement accounts to act as fiduciaries was overturned in court last year, but questions remain about what shape the proposal may still take moving forward.
11/18/2019
Accessing Data to Improve Sales
Accessing Data to Improve Sales
The Ebix team has analyzed over 16 million WinFlex illustrations to understand when and why products aren’t achieving their market potential. Join Bryan Eshelbrenner for an introduction to WinFlex Insights, a new platform bringing transparency to case design and presales activity with behavioral d...