To achieve long-term prosperity, rational immigration policy must become a priority.
Women face at least 12 unique financial and life challenges related to long-term retirement planning. Addressing them can be overwhelming and uncomfortable. Only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals.
Investors should stay guarded for exogenous shocks that could pull the next recession forward and cause markets to reprice credit risk.
Despite plenty of news, there was little market reaction. In a summer week including many vacations, we have a modest economic calendar but plenty of earnings news.
For industry veterans, annuities conjure the “bad old days” of pushy insurance companies offering rich commissions to snake-oil salesmen with Rolex-knockoffs peeking out from French cuffs.
If you want to see who the real victims of tariffs are, go look in the mirror.
The drafters of the Advisers Act of 1940 thought investors would confuse real advisors from salesmen who pretended to be advisors. That’s why they built a wall to separate the two. Now the SEC wants to tear it down.
Advisors need a shot clock to keep their sales and marketing efforts on point. What if every 24 hours, you have to get a new prospect in the pipeline or your competitor gets a shot at them?
For much of this recovery and expansion, many have opined that this economic cycle would ultimately end very differently than those of the past. We have resisted this narrative and instead explained our belief that this cycle will indeed follow the same path and end like all others.
If your brand is failing to connect with affluent prospects, here’s a glimpse inside their minds.