As the number of independent advisors has grown, the influence of intermediaries has grown as well. LIMRA’s 2023 U.S. Individual Sales Survey showed that 53% of all life insurance sales were done ...

The rapid evolution of the shopper journey and how to move a customer from the initial awareness phase through to the purchase and long-term loyalty status will once again take center stage as the ...

Every financial-advice channel grew in terms of advisor headcount in 2005 except for the regional and bank broker/dealers, according to recently released Cerulli Associates research. Still, in terms ...