AdvisorNews (2024)

31/07/2024

Americans are concerned about climate and it probably should be a talking point for advisors.

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The majority of American are anxious about the effect extreme weather could have on their financial future yet few are talking about it with a financial professional, according to the 2024 Annual Retirement Study* from Allianz Life Insurance Company of North America. More Hispanic respondents are an...

30/07/2024

ICYMI: With the Olympics and NFL training camps kicking off last week, read about Ronnie Kaymore and how he helps athletes plan.

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Ronnie Kaymore traded in the football field for an agent’s license. He helps dozens of NFL and NBA athletes plan their financial futures.

29/07/2024

A new JD Power study finds that advisors are VERY open to changing firms. The question is why?

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TROY, Mich.: 10 July 2024 — The aging U.S. financial advisor population, industry consolidation and slowing organic growth rates create potential challenges for future advisor retention. According to the J.D. Power 2024 U.S. Financial Advisor Satisfaction Study,SM released today, 34% of employee a...

26/07/2024

Are you making use of client feedback? We'll tell you how.

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Client feedback helps identify what you are doing well and what needs improvement. But how best to collect this valuable information?

25/07/2024

Analysts are looking for a few important things when insurance industry earnings report start. Read what they are.

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As insurers prepare to release Q2 financial earnings, some, if not many, of the negative factors they've faced recently have diminished.

24/07/2024

Could your clients save money on Medicare drugs?

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Not all Medicare Part D beneficiaries will benefit equally from drug price negotiations.

23/07/2024

Did you have clients impacted by the Crowdstrike outage? Tell them this.

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The CrowdStrike cyber event is another example of how clients depend on their advisors for calm and reason.

22/07/2024

There’s a lot more to retirement planning than money. See what else advisors should be thinking about.

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The nonfinancial aspects of retirement are often overlooked when planning for a client’s post-working years. Here’s how to help clients have a more complete vision of their lives after employment.

19/07/2024

How can you elevate your practice and truly connect with clients, prospects, friends, and family?

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As a financial planner, you’ve already achieved significant milestones. You hold licenses, designations, and possess years of technical planning experience.

18/07/2024

Learn why "limited-pay life insurance" might be the right fit for your clients.

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Limited-pay life insurance is an appealing proposition to many clients.

17/07/2024

American National jumps into the proprietary index game. See how it's version differs.

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Discover American National Group's new proprietary custom annuity index, offering clients a unique blend of innovation, protection, and growth potential.

16/07/2024

What should advisors know about the changes the Inflation Reduction Act brings? We have you covered.

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What should agents know about the changes the Inflation Reduction Act brings, and what they could mean for drug costs in the U.S.?

15/07/2024

Check out some thoughts and pics from the recent MDRT annual meeting in Vancouver.

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Financial advisors exemplify a desire to learn from others and serve as listening ears to clients and community members alike. Once a year, MDRT encourages members to celebrate their successes together while continuing to grow both personally and professionally.

14/07/2024

Consumer critics say regulators are wrong to use industry provided language for a new privacy model. Are they right?

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How much input to allow the insurance industry to have on new privacy model rules divided some regulators and consumer advocates during a confusing conference call Wednesday.

12/07/2024

Are you familiar with everything the SECURE Act can do for clients?

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This new rule requires beneficiaries to deplete the account within 10 years of the owner's death.

11/07/2024

Read why one advisor says we're at "a pivotal time" with the economy.

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While registered investment advisors report a similar level of economic confidence compared to the first quarter of the year, nearly half now believe that stock market volatility will be higher over the next 12 months than it was in 2023.

10/07/2024

Judge to decide if whistleblower can proceed with Globe Life lawsuit

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A Michigan judge will decide whether an ex-Globe Life executive turned whistleblower can proceed with his lawsuit for wrongful termination.

09/07/2024

When advising young investors, it's all about "cutting through the noise."
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The younger generations can get caught up in unrealistic investment ideas they find on social media. For advisors, the challenge is to cut through the noise and help them set realistic expectations.

08/07/2024

Retirement success? Plan for a marathon — not an extended vacation

https://zurl.co/zoQC

The nonfinancial aspects of retirement are often overlooked when planning for a client’s post-working years. Here’s how to help clients have a more complete vision of their lives after employment.

05/07/2024

Advisor starts ‘unbiased system for learning’ to aid young investors

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How young people learn about money presents an interesting dichotomy: they have better access to information, but how good are those sources?

03/07/2024

When advising young investors, it's all about 'cutting through the noise'

https://zurl.co/trSq

The younger generations can get caught up in unrealistic investment ideas they find on social media. For advisors, the challenge is to cut through the noise and help them set realistic expectations.

02/07/2024

Empowering women in the financial security profession

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The Women’s Impact Community is working toward breaking down the barriers for women in the profession.

01/07/2024

Advisor starts ‘unbiased system for learning’ to aid young investors
https://zurl.co/GkzG

How young people learn about money presents an interesting dichotomy: they have better access to information, but how good are those sources?

28/06/2024

How important are financial advisor referrals to young investors?
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At a time when social media is touted as the best way to reach a younger target market, how important are referrals for financial advisors?

27/06/2024

Tips on how client review meetings can identify opportunities for future growth https://zurl.co/TnvP

Top advisors share tips on how client review meetings can enhance client satisfaction and identify opportunities for future growth.

26/06/2024

RIAs turning to FIAs, FAs to offset risk.
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Nearly half of registered investment advisors believe volatility will be the same as market stressors continue, a Security Benefit study shows.

25/06/2024

Do young investors care about advisor referrals?
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At a time when social media is touted as the best way to reach a younger target market, how important are referrals for financial advisors?

24/06/2024

The Peak 65 zone is coming. Are you ready to meet your clients' needs?
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The gap in what clients want to learn about and what advisors are telling them presents an opportunity to strengthen relationships.

21/06/2024

Basic actuarial baselines are pretty simple. How do your clients stack up in these important health measures?
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Longevity risk gets a lot of attention, but the other side of the coin - the high probability of dying earlier than 95 – should also be discussed with clients.

20/06/2024

National Life Group is a "progressive mutual," as its CEO calls it. That term means a lot of things, including big sales.
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National Life Group is one of the oldest mutual insurance companies in the United States, but CEO Mehran Assadi likes to call the insurer,

AdvisorNews