RIA in a Box Announces Strategic Acquisition of Leading Cloud-based Virtual Desktop Provider, ITEGRIA, LLC RIA in a Box announced today that it has acquired ITEGRIA, LLC, a leading provider of cloud-based virtual desktop solutions for RIAs.
These States Have Best-Interest Rules for Annuities Five states have already approved these rules, while seven more have pending proposals.
Weak Relationships Linked To Variable Annuity Surrenders When a life insurer distributor-policyholder relationship is weak, surrenders are much higher.
Calling Your Clients After Christmas Could Make All The Difference There is an opportunity to provide your clients with that extra bit of energy that shows you care.
How To Predict When Your Clients Will Leave Customer renewal and retention is essential to long-term success.
