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How to Diversify Your Lead Generation for Ultimate ROI
Aug 14, 2017
Are you a “buy-and-hold” type investor? Many agents and advisors adopt the same approach to lead generation. They rely on a handful of techniques that have worked well over time, failing to experiment with techniques that might pull better at a lower cost.
Being a “buy-and-hold”...
How Advisors Are Handling the Fiduciary Rule Change
Aug 7, 2017
A new survey from the Aite Group, DOL Fiduciary Rule: Survey on Financial Advisor Sentiment, paints a vivid picture of the transition financial advisors are making to the new rule. The measure, which partially took effect June 9, 2017, requires advisors who sell retirement-oriented...
The Securities and Exchange Commission (SEC) has approved a Financial Industry Regulatory Authority (FINRA) measure that revamps its securities licensing exams. Effective in the fourth quarter of 2018, the new system would create a two-tier licensing program that allows someone without securities...