Exploring the impact of interest rates on annuities, life products
By Jonathan MusgraveWith interest rates near all-time lows, the entire industry is feeling the squeeze. The question remains: Are we at the bottom yet?
January 30, 2013
On the Third Hand: GibberishHealth care organizations need to cut out the buzzword wrestling and get serious about data standards.
January 30, 2013
Road to Independence Is Particularly Rocky for MinoritiesDespite the hurdles minorities face in going independent, it should still be a goal for young planners.
January 30, 2013
The year afterExactly one year ago, I wrote an editorial that generated much conversation entitled: Let The Bishops Have Their Bottle.
January 30, 2013
The year afterExactly one year ago, I wrote an editorial that generated much conversation entitled: Let The Bishops Have Their Bottle.
January 29, 2013
You don't want this kind of detentionA lack of education is dangerous for your clients ... and you.
January 29, 2013
Taking a Look at Measuring Advisors’ PerformanceIt might be helpful to clients and prospects, but is there a goodand legalway to measure and report on advisors' performance?
January 29, 2013
5 things advisors don’t say to their clients — but shouldWhat would happen in your practice if you made just one phone call a day to reconnect with an old client?
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