The bill would delay the fiduciary rule’s implementation two years from the time the legislation is enacted Click Here to read more

“News flash! Selling life insurance to business owners is a great way to increase your average premium per sale, and if you’re lucky enough to have an existing commercial P&C book of business, cross selling and rounding out your accounts has never been easier!” Click Here to read more

Wealthmanagement.com asked several industry leaders to speculate on what the wealth management industry will look like in the year 2037. This one is from Joe Duran, CEO and founding partner of United Capital, a financial life management firm.   Click Here to read on

  Dealing With The New Fiduciary Standard Under the new rules, many advisors—both registered reps and RIA—may now find themselves carrying the label of an ERISA fiduciary Download White Paper   The financial services industry has watched closely as the fiduciary standard has moved closer to becoming a reality. The most recent of these shifts […]