Blogs

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  Top 5 Trends Altering Annuities: 2013

  By Christopher Raham and Gerry Murtagh, Ernst & Young Insurance Advisory Services  |  June 11, 2013

  Six months into 2013, several trends have emerged that are making insurers reposition and reinvent their products, strategies and services.

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  HSAs: A Powerful Tool for Covering Clients’ Higher Health Care Costs Under ACA

  By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.  |  June 11, 2013

  The looming deadlines for implementing many key Affordable Care Act (Obamacare) provisions have many of your clients wondering how they can cushion the impact of the rising premium costs they fear will accompany them. HSAs may be the way to go.

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  Your Clients and Their Children: The Problems With Joint Bank Accounts

  By Andrew Rice, Money Management Services  |  June 11, 2013

  Some of your older clients might want to make their bank accounts into joint accounts with their children. Understandable, but perhaps not wise.

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  Advisors Must Accept the Realities of a Changing America

  By Savita Iyer-Ahrestani, AdvisorOne  |  June 11, 2013

  Advisors' efforts to reach out to different communities have not progressed as much as they should have.

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  The Successful Retirement Plan Advisor: Separating Fear From Risk

  By Liz Davidson, Financial Finesse  |  June 10, 2013

  Barbara Delaney of StoneStreet Equity has made a career out of taking risks at the right time by being both reactive and proactive.

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  When Prospecting for New Clients, First Assess Their Personalities

  By Mike Patton  |  June 10, 2013

  In my experience, here are three major personalities exhibited by prospective clients. Here's how to spot them and how to handle them, to your satisfaction and theirs.

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  How to Lead With Your Heart

  By Angie Herbers  |  June 9, 2013

  What type of leader are you? Lessons for advisory firm owners from my grandfather, who liked to say that he led with love.

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  Employment Number Confirms the Bull Case

  By Ben Warwick, Quantitative Equity Strategies  |  June 7, 2013

  May job reports were released Friday, revealing that U.S. employers hired 175,000 employees, which surpassed economist’s expectations.

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  Getting Your CCO Hat to Fit: Tips for the Smaller RIA

  By Chris Stanley, Loring Ward  |  June 7, 2013

  In five somewhat easy steps, how even a small RIA firm owner can be happy and compliant at the same time.

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  6 Ways to Help Your Staff Be More Productive

  By Kirk J. Hulett, MS, Securities America Financial  |  June 6, 2013

  Take these simple, practical steps to ensure that your investment in your staff is maximized for everyone’s benefit.