What brokers should know about the Dubai health mandate fines
If you have clients heading to the emirate, they ought to think about getting covered.
Rethink your first client meeting and go digital
Transitioning to a remote meeting tool to get in front of more prospects may come with growing pains, but the data in favor of digital meetings is compelling.
Advising Clients on Social Security: Talking Points, Part 1
This five-part series will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance.
The circular firing squad
As the Republicans are learning, balancing health care affordability with access and cost control is a game of Jenga® played with razor blades.
Dishonesty is for losers
BETTER PROSPECTING: If everyone involved is better off, why not use a little fib now and then?
How to Comply Now With Labor's Fiduciary Rule(s)
Here are some guidelines on what rules apply to investment recommendations, retirement plans and IRAs until the rule is eventually killed.
Innovation ROI: Stop the lie
INNOVATION INSIGHTS: Innovation, like parenting, is a scary journey. But also like parenting, it would be a scarier world without it.
Is College Debt Advisors’ Next Black Swan?
Advisor's clients tend to be college graduates. College graduates have too much loan debt to adequately save. See the problem?
Active Managers’ Struggle to Maintain Assets
Active managers are fighting to stem the tide of outflows, mobilizing resources to make the case for continued relevance.
Part 2: Direct primary care suitability
Continued: Dr. Samir Qamar, founder and CEO of MedLion and MedWand, provides an assessment of the direct primary care model.