Juliette Fairley

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When You Got It, Lease It!

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Who needs to buy fancy luxury items and services when you can lease them at a fraction of the price?

Advisors Turn To Monthly Subscription Fee Model

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Advisors are finding that clients are receptive to paying a monthly subscription for their services.

NY Insurers Prepare For Tougher Cybercrime Prevention Rules

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The new regulations will impact any insurance company that holds a license to do business in the state of New York.

Insurers Stay On Green Path Despite Trump Policy Changes

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Insurers take climate change seriously because weather impacts their bottom line, analysts say.

Retirees Turn To Millennial Sharing Economy To Save

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A growing number of retirees are making up cash shortfalls with the millennials' sharing businesses.

Mega Teams Of Breakaway Advisors Challenge The Industry

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Independent RIAs have been on the rise for years. What’s new is the size of the advisor teams leaving B-Ds.

Wealthy Clients Jittery About Trump's Executive Order, Advisor Says

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Even non-Middle Easterners worry about maintaining their lifestyles, particularly about access to their assets, he says.

Advisors Wary Of Fiduciary Rule's Annuity Exemption

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Advisors are worried that the exemption will give marketing organizations free rein to sell fixed-index annuities.

Trump Upset May Impact Rules On Wellness Programs

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Rules allowing employers to penalize workers for not participating in wellness programs may change, says an attorney.

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