Advising Clients on Social Security: Talking Points, Part 2
This installment will discuss more advanced topics, like explaining Social Security retirement income eligibility, and COLAs.
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.
Want Stronger Client Relationships? Get Personal
My ISP surprised me by providing better service at no extra cost, and I'll remember it. Clients remember when you provide a personal service.
Using Social to Solve Advisors’ Digital Sales Crisis
A quick scroll of your LinkedIn feed will inevitably turn up at least one article advocating the benefits of a digitally savvy advisor, in both wealth management and insurance.
NASAA’s Legislative Priorities for the 115th Congress
Congress should not only pass the SeniorSafe Act, but also require that at least one SEC Commissioner possess state securities regulatory experience.
Unicorns, Skittles and the Delusions of Bull Markets
Advisor-owners tend to change their behavior and expectations in bull markets. But is it really different this time?
6 Ways to Really Improve Your Website. Now.
Part 1 of a step-by-step look at what advisors can do to stand out from the crowd and build a real identity online.
Trump’s Safe and Sane ‘Regulatory Reform’ Idea
What’s needed for deregulation is a scalpel, an evidence-based effort to see which regulations really deserve to go.
5 Cybersecurity Trends Dominating the Early 2017 Discourse
In the past year, cybersecurity has truly broken through and become not just a boardroom issue but also a dinner table topic.
SEC Easing of 'Accredited Investor' Restrictions: The Benefits
Permitting people of modest means to make their own investment decisions may be too radical for Congress or the SEC.