The Dangerous Tracks of Some Democratic Tears
The author says a single-payer health care fight would be a misallocation of Democratic political capital.
How to Spot a Bull or Bear Market
Defining a market by percentage changes doesn't offer the insight needed to make investment decisions.
Using Sharpe’s ‘Tracks in the Sand’ to Build Better Portfolios
Looking at a fund manager’s behavior is key to determining whether their investment style is appropriate for your clients.
Understanding Deferred Variable Annuities’ Two Phases
Proper handling of the two phases — accumulation and distribution — is essential for maximizing a deferred VAs impact.
5 Prospecting Methods That Really Work
While there’s no silver bullet to make prospecting a breeze, these are the methods your peers say really work.
3 Ways to Combat Health Reform Chaos
Washington is a mess — and your group clients still have companies to run, and employees to cover.
The Case of the Mysterious Best-Interest Standard
I recently received an email from an advisor who is upset about Labor's fiduciary rule and came up with some creative ways to express it.
7 Ways To Sell More By Presenting Better
You might not like Bill Clinton, or Bono, but they have something to teach you.
The Terrible Twos: The Key Decision Point for Advisory Business Growth
The advisory business has matured to the point where more than a few businesses have reached $1 billion in client AUM. That’s the good news.
4 Reasons Your Video Marketing Is Failing
So, you’re thinking about making a video for your practice. Well, good news. You’re on the right track.