Best Practices
Advisors Selling Annuities, Beware: CFP Standards and NAIC Annuity Sales Rules Differ
By John ManganaroWhen CFP Board rules are stricter than NAIC rules, CFPs must follow the higher standard of care.
November 13, 2023
5 Tips for Helping Clients Reach Their Year-End Financial GoalsNew Year's Eve is just a little more than six weeks away.
November 13, 2023
Helping Business Owners Get the Most Out of Estate PlanningAdvisors can guide clients to ensure that they maximize the value of their business for themselves and heirs.
November 10, 2023
State of Maine MOVEit Breach Exposes 1.3M People's DataSome records exposed included driver's license numbers and Social Security numbers.
November 08, 2023
Likely and Unlikely Places Agents Mingle With the WealthyTo serve the high-net-worth market, you need to know HNW people.
November 08, 2023
Leadership Means Taking a Hard Look at Real ProblemsThe best managers put aside quick-fix tasks and do the hard work of identifying deeper challenges.