Author: awbfinancial4

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Advisors Who Use More Tech Tend to Outperform: Cerulli

Financial advisors who are considered heavy users of technology tend to outperform other practices in terms of client acquisition and assets under management growth rates, according to recent research from Cerulli Associates. Some 30%...

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Higginbotham Adds South Florida Benefits Agency to Team

Article 0 Comments Texas-headquartered Higginbotham, one of the largest independent insurance and benefits firms, has added Adams Benefits of Boca Raton, Florida, to its team, the company said in a news release. The move...

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The 3 Stages of Retirement Planning

What You Need to Know Clients fill the nest eggs. Later, they tap the nest eggs. Making the yolk last takes work. If you are very new to financial services, retirement planning may seem...

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People Moves: Morisato joins Sentry Board of Directors

Article 0 Comments Susan Morisato Susan Morisato has joined Sentry’s Board of Directors. Sentry is headquartered in Steven’s Point, Wisconsin. Morisato, based in Des Plaines, Illinois, brings over 30 years of health insurance experience...