Prizm Insurance, Inc. today announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors nationwide. The partnership enables ...

Many misconceptions surround life insurance — by clients, financial advisors, and agents alike. Financial advisors can help communicate the versatility of life insurance to their clients and help them ...

New integration brings insurance into the financial planning conversation By embedding verified P&C policy data ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best con ...

Some financial advisors are paid by mutual fund companies for as long as their clients own their funds. Here's how it works.

Discover five proven strategies for financial advisors to boost life insurance sales, including mastering products, honing presentations, building partnerships, and leveraging social media.