The IAA Compliance Conference, Pt. 1: What to Expect From Your Friends in DC
By David TittsworthAt the Investment Adviser Associations annual compliance conference, a look at the significant legislative, regulatory and policy developments now being pursued and whats coming next, especially from the SEC.
March 14, 2013
It's all about the moneyA veteran DI producer recalls some consumers who had the right coverage at the right time.
March 14, 2013
Helping your clients understand their life valueThe best place to start your sales pitch is around the concepts of maximum protection and economic life value.
March 14, 2013
Obamacare saved my lifeHealth care reform is often criticized for failing to rein in costs and imposing unfair controls. For one woman, though, PPACA delivered in the biggest way possible.
March 14, 2013
Obamacare saved my lifeHealth care reform is often criticized for failing to rein in costs and imposing unfair controls. For one woman, though, PPACA delivered in the biggest way possible.
March 13, 2013
On Portfolio Performance, Remember: Attribution Tells the StoryWhen conducting a year-end review of a managers performance within a client's portfolio, use attribution to help guide the discussion.
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