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Independent financial advisers say that improving efficiency and time management is a goal for 2011, and carriers can help them achieve it.
February 23 -
Companies are concerned about application vulnerabilities, mobile device management.
February 22
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The insurer announced that it's letting Florida policyholders sign up for a program that tracks their driving habits and adjusts their rates accordingly.
February 17 -
A report cites social media millionaires as potential wealth management clients, but the risk profile is not pretty.
February 17
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Platform designed to simplify and automated the renewal underwriting process by using most recent information provided.
February 17 -
Company is aggressively recruiting new agency owners across Illinois by the end of 2011.
February 17 -
Results of a new survey indicate customers are willing to pay more for simpler products and experiences, but rate insurance last, viewing it as the most complex of all industries.
February 16 -
According to a survey, 64.3% of insurance producers do not follow up on prospective customer lists at least once per week, and nearly 16% do not employ a pipeline management system.
February 16 -
Insurers and agents may want to keep an eye on how their financial services brethren are serving their clients via the mobile space.
February 16 -
Professor Kirk Okumura of the American College discusses the appeal of working in the financial services industry.INN is pleased to present, with permission, occasional videos from The American College. Videos originally appeared on Wealth Today, a daily video news feature that is part of The American College's The Wealth Channel.
February 15
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No going back from a wireless world; research says 2011 is tipping point of consumer devices in the enterprise.
February 15 -
The Dutch financial services firm reportedly is considering IPOs in Europe and the United States for its insurance operations; struck two deals to divest its real estate investment management business.
February 15 -
The insurer's asset management arm says Optique has $800 million in mutual fund and separately managed account assets under management.
February 15 -
The CMO Council researched the misalignment, and found isolation and mutual distrust in both camps.
February 14 -
In the first three quarters of last year, bank holding companies tallied $9.73 billion in insurance brokerage fee incomeup 7% from the same period in 2009.
February 14 -
To navigate through the changing market, insurers will think, act and spend differently in 2011.
February 14 -
Broker-dealers and advisers must not only learn to appreciate social media, but be willingness to actively use it in order to woo this client base.
February 14 -
Mobile devices are booming, but may never become the computing platform of choice for enterprises.
February 11
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What the SEC says and thinks it wants and what will most likely materialize figures to be a much different story.
February 10 -
Total annuity sales have grown 24% since they hit a low in January 2010.
February 10
