Practice

Your clients hate winter

People are more risk-averse in winter than summer, says a new study.

By Melissa Shin |September 15, 2011

2 min read

Get the most for your laid-off clients

When a client’s job security is on shaky ground, an advisor has to be prepared. This means helping their client get the best possible severance package and making sure they have enough money to safely tread water while searching for a new job.

By Jonathan Linds |September 14, 2011

4 min read

What’s your practice worth: Advisor Audio

Listen and learn. At the Advisor Group’s 2011 Distributors' Summit, Cameron Jacox and James Hilton, Managing Partners, Jacox-Hilton Producer Consulting, discussed how MGA owners can determine the value of their operation for both succession and sales purposes.

By Staff |September 14, 2011

1 min read

Pushing back the regulators: Advisor Audio

Listen and learn. Speakers at Advisor Group’s 2011 Distributors' Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, and build a more business-friendly environment. Stephanie McManus, President, Compliance Support Services, discussed ways to get regulators to see reason about a proscriptive rule that doesn’t work with your business model, without triggering a full-scale audit.

By Staff |September 13, 2011

1 min read