Advisor Sales Strategies

Clients assume they can get a little something extra from the person who must approve all the business. Here are six ways to make that assumption work in your favor.

Retirement plan sponsors have enough on their plates dealing with the elements under their control, so they should pursue remedies, like fiduciary liability insurance, that relieves the exceptional burden of things they cannot control.

The ripple effect is leading to higher benefits costs for employers, stalled career progress for younger workers, and reduced morale and mental health for team members, according to new research.

IRS also announced the catch-up contribution limit for those 50 and older will rise by $1,000 to $7,500.

In-plan retirement income solutions are now on the priority list with at least eight new products, such as target payout funds and in-plan annuities, having been launched by major asset managers and insurers since 2020.

Many are seeking professional advice/guidance for generating retirement income, understanding how long their savings will last and whether their savings are on track or need to be adjusted, says report.

The court temporarily halted a motion on Friday from six states filing to stop the new program, just days after people began applying for loan forgiveness and a day after the Supreme Court rejected another challenge to the program.

Justice Amy Coney Barrett issued the denial without comment one day after a group of Wisconsin taxpayers filed the appeal challenging the plan.