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Clever fan recruitment is the norm for some insurers; whos taking the lead?
March 7 -
Their exposure to public equity averages 21%, below the historic 30% to 35% range.
March 7 -
Federal agencies are set to establish sweeping new servicing standards not by legislation or regulatory process, but by a major action against the top five mortgage servicers.
March 7 -
Are you searching for a little inspiration? Maybe something to push your team a little harder? Check out the list created by Impact Books.
March 7 -
Developing talent should be as important to executives as developing strategy.
March 6 -
Advisor sales productivity reached $228,684 in 2010, up from $216,738 in 2009, according to Kehrer-LIMRAs founder Ken Kehrer and chief operating officer Scott Stathis, at the 2011 Bank Insurance and Secruities conference in Hollywood, Fla. Hiring also is up.
March 6 -
HOLLYWOOD, Fla. -- Brent crude oil futures for April 2011 delivery ended the week’s trading session at $115.78 a barrel on the ICE Futures Exchange at close Friday evening.
March 6 -
"When you practice Sales Intelligence, youll win twice the business of those who wing it,'" according to ActiFi's Sam Richter. "Youll ensure relevancy and impress any client, any prospect, every time."
March 6
Impact Communications -
Making the right support staff hires can improve the overall efficiency of a financial advisory firm and make it easier for top advisors to seek out and serve new clients, says Dan Davis, president and co-founder of ADK Wealth Advisory Group in St. Louis.
March 5 -
Criminal charges were filed Thursday against a former financial adviser at UBS Financial Services who the Securities and Exchange Commission charged with siphoning $3.3 million from investors to pay for luxury cars, prostitutes and gambling debts.
March 4 -
Despite naming its product Virtual Wallet, PNC Financial Services has decided that its Web-centric bank account should be firmly grounded in the real world.
March 4 -
More banks do not have licensed bankers than have them, according to recruiter Rick Rummage. Every bank should have them and license them.
March 4
Bank Investment Consultant -
Although 2010 was generally a good year for retirement plan investors, with average balances returning to pre-recession levels, MassMutual found in a survey of 1,517 participants, women appeared to become far more cautious investors—with gap in confidence between women and men widening.
March 4 -
LIMRA released a list of its top 20 writers of overall total annuities, variable annuities and fixed annuities for 2010.
March 4 -
Charles G. Turgeon has joined Eaton Vance as vice president, institutional business development. In this role, reporting to Scott P. Ruddick, managing director of institutional, Turgeon is responsible for developing relationships with institutional investors and consultants.
March 4 -
With JPMorgan rumored to be eyeing a minority stake in Twitter that would value the company at $4.5 billion, its time for advisors to start taking it seriously. Not surprisingly, like many other aspects of web-marketing and social media, how an advisor uses Twitter is different from most everyone else.
March 4
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Even if you outsource stock picking, or buy only mutual funds, somebody somewhere has to select stocks.
March 4
Employee Benefit News and Employee Benefit Adviser -
Gabriela Parcella was named CEO of Mellon Capital and Bart Grenier was named chairman and CEO of Boston Company Asset Management
March 4 -
The dispersion of performance between best and worst performers narrows.
March 4 -
But only 10% think blue-chip stocks will be the best performers this year.
March 4







