Insurance may be the least understood and most underappreciated asset a client owns, even by financial advisors. It certainly is the subject of a long and ongoing debate in the financial industry.
As 2023 draws to a close, agents and advisors are reviewing the trends that have impacted the life insurance industry during the past several months and are thinking about what is ahead for 2024 and ...
While Life Insurance Awareness Month (September), may be ending, that doesn’t mean this sometimes misunderstood financial planning resource is any less important. In fact, this multifaceted financial ...
Learn how independent financial advisors operate.
Flat‑fee financial advisors offer transparent pricing and predictable costs.
Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in ...
NEW YORK, Aug. 19, 2025 /PRNewswire/ -- MidCap Advisors, LLC ("MidCap"), a leading insurance investment banking firm serving independent insurance agencies, congratulates Chris Badger on his ...
India’s insurance landscape is rapidly evolving. With over 31.5 lakh life insurance advisors across the country, and over ...
Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.