technology platforms

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  Producers and technology: Overcoming adoption hurdles

  By Brian Anderson  |  March 28, 2013

  More producers are using iPads and electronic life insurance applications, but the new technologies are not without their challenges.

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  NAFA appoints development and education VP

  By Noah Guillaume  |  February 13, 2013

  Jeff Mose will focus on education for annuity professionals and increasing the associate membership of annuity advisors, agents and brokers.

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  Alternatives on the March: Bringing Private Vehicles to Public Space

  By John Sullivan, AdvisorOne  |  November 28, 2012

  The founders of CAIS saw the opportunity in the move to independence. They’re capitalizing on it with the first global alternative investment platform for advisors

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  Nationwide adds four volatility funds to VA line-up

  By Noah Guillaume  |  November 28, 2012

  Additions to a Nationwide L.inc rider include a managed volatility fund and fund options that can provide increased equity exposure.

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  Hooper Holmes to Unveil App Processing Solution for Financial Advisors

  By Warren S. Hersch  |  April 16, 2012

  Hooper Holmes, Basking Ridge, N.J. (NYSE Amex:HH) announced today that it will unveil its Life Application Processing Platform at the company’s exhibition at the Association of Home Office Underwriters conference beginning Sunday, April 29, at the Loew’s Royal Pacific Resort in Orlando, Florida.

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  SEC Tightens Social Media Screws on Annuity Advisors

  By Daniel Williams  |  January 9, 2012

  A new alert by the Securities and Exchange Commission places emphasis on social media compliance gaps and yet again draws more attention to advisors and new technology.

• This I Believe: A Philosophy for the Future

  By Mike Sullivan  |  June 1, 2011

  In 1951, Edward R. Murrow initiated a series of radio broadcasts titled "This I Believe," featuring the philosophies and values that guided the daily lives of Americans in the post-World War II era. It was a tumultuous time.

• The broker-dealer dilemma: To change or not to change

  By Shane Westhoelter  |  August 3, 2010

  Finding the best broker-dealer for your business can be difficult. Use this list of questions and things to consider to help you decide if you want to switch.