The financial services sector still battles its reputation as an unfriendly environment for women, especially at senior levels. But the tide is turning, with both a flood of female graduates and more affluent female clients driving change
Rocky markets make clients nervous about their finances
Insurance giant will launch Vitality, a program that gives clients who wear fitness-tracking devices discounts on their life insurance
Almost six in 20 working adults believe the financial impact of suffering a critical illness would be very serious
Moving to another firm might be beneficial for you and your clients - but there are risks
Insurers create low-fee seg fund offerings for affluent clients
Despite market volatility, the region exhibits encouraging signs for investment - especially among domestically focused companies - as the economy begins to pick up steam
Some insurance agents have raised concerns about the advisor screening, contracting and compliance initiative
New system needs more work to mesh with firms’ internal systems
The technology platforms that have automated asset allocation also are affecting the way insurance is sold. And the best way to meet this new challenge may be to use the technology