Industry News

Advisors satisfied with MGAs, survey suggests

(June 9, 2005) Advisors selling insurance enjoy a good relationship with their managing general agencies (MGA), despite communications gaps on issues such as compensation and compliance, according to new research conducted by NewLink and the ADVISOR Group. Fifty-six per cent of advisors surveyed use only one MGA. While some used more than one, there was […]

By Steven Lamb |June 9, 2005

4 min read

Your clients work hard for their money. Isn’t it time their money works hard for them?

Your clients probably have life insurance. After all, it is the cornerstone of a good financial plan. But do they know that rather than gathering dust in a filing cabinet, their life insurance policies could be out making money for them? Help your clients make their money work for them through the power of life […]

By Staff |June 9, 2005

1 min read

Global equities near fair value, says analyst

(June 8, 2005) Investors looking for under-priced investment opportunities have their work cut out for them, as most of the equity markets in developed economies are already at fair value, according to an expert on asset allocation. There are still some good opportunities available, says Edwin Denson, executive director and senior asset allocation analyst for […]

By Steven Lamb |June 8, 2005

3 min read

Membership holding steady, says IAFP

(June 8, 2005) The Institute of Advanced Financial Planners says its 2005 membership stands at 466, down 1% from last year. Of those, 442, or 95%, hold the Registered Financial Planner (R.F.P.) designation. “While a net decrease in members may not sound like good news, such a slight drop was welcomed as an encouraging sign […]

By Doug Watt |June 8, 2005

3 min read