2013: The Road Ahead
By Heath AbshureNASAA will keep a close eye on Congress' attempts to delay or derail Dodd-Frank regs, another round of JOBS act-related legislation and an SRO for advisors.
January 08, 2013
Don’t Accept the Inefficiencies of Manual Data EntryUsing the artificial intelligence in data aggregation software, you dont have to limit your investment offerings nor put your competitive standing at risk.
January 08, 2013
Defining the sales process, part 2If your prospect objects, dont despair. Ask the right questions to discover the reason.
January 08, 2013
Defining the sales process, part 2If your prospect objects, dont despair. Ask the right questions to discover the reason.
January 08, 2013
Disability Insurance Observer: CustomizationIf only we could buy our income protection the way we buy our milk.
January 08, 2013
Kitces on Top 3 Topics for Advisors in 2013—Topic 2: TabletsMany advisors already have tablets, but as prices decline and more clients get the devices, and as advisor-specific applications are introduced, advisors will face a new challenge.
January 08, 2013
Interview with a CPAIn a society of takers, those who understand that you have to give before you receive will come out on top.
January 08, 2013
Kitces on Top 3 Topics for Advisors in 2013—Topic 1: Fiduciary and SROFirst up in an intense year for advisor regulation: movement from the DOL on its fiduciary rule.
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