Republicans Will Find Corporate Tax Reform Isn't That Easy
Tax reform is a relatively easy concept. As the current House bill shows, the difficulty is in the details
Trump Tax Reform May Prompt Changes in Clients' 401(k) Strategies
The new era is expected to substantially reduce income tax rates for high earners, but will add complicate retirement income planning.
Technology Is Your Firm’s Central Nervous System
When Jason Kavanaugh founded Concorde Investments in 2005, he felt technology would be the cornerstone of the company and the foundation from which to grow the business.
Invest and Profit With the POTUS Indexes!
Regardless of how you allocate your assets, there is a method that cannot fail in its brilliance and simplicity.
Wells Fargo Misses a Chance to Show Off
The bank’s CEO, Timothy Sloan, can dampen the effects of its mismanaged scandal by becoming a leader on employee compensation.
Can Brokers and Agents Act in Their Clients’ Best Interests?
A reader accuses me of unfairly comparing the dings of broker-dealer firms to those of RIA firms. I reply in my modest way.
Advisors, Data Is Your Product
Data has big implications for investment managers who need to achieve critical mass in order to be profitable and grow their businesses to sustainable levels.
State Crackdown on Annuities Sharpens Suitability Issues for Advisors
As states crack down on suitability review issues, an advisor’s ability to determine which annuity product is advisable has never been more important.
Forget Doubling Your Business: Why 10x Growth Is Actually Easier
Strategy coach Dan Sullivan says a simple mental trick can help advisors increase their business dramatically.
Overcoming Mental Mistakes That Limit Your Firm’s Success
We create the boxes that limit our thinking; here’s how to break your self-imposed barriers to success.