The Curious Case of the CFP Board and a Double-Dipping CFP
By Bob ClarkAt issue: Can there really be extenuating circumstances to an advisor double dipping?
September 21, 2012
Defined Maturity ETFs: Innovation in Fixed IncomeDefined maturity ETFs combine the benefits of individual bonds, bond funds and traditional fixed-income ETFs.
September 21, 2012
On the third hand: fun with EHRsInvestigative reporters find that doctors are using EHRs to stick it to Medicare.
September 21, 2012
Advanced persuasion techniques for top producers, part 2To sell, you must first remove the clients mental biases.
September 21, 2012
Regulatory, Legislative Challenges Call for a New PlaybookIt is clear to me that NASAA should have an active voice that is not only heard by lawmakers, but heeded.
September 21, 2012
Innovator or fraudster?In the world of insurance, innovation is rewarded richly...but only to a point. Then it gets punished.
September 21, 2012
Innovator or fraudster?In the world of insurance, innovation is rewarded richly...but only to a point. Then it gets punished.
September 21, 2012
Takeaways From the Top 10 Technology Trends for Advisors and Their PartnersWhen thinking about tech trends and how to take advantage of them, make sure you tie technology to your business goals. Four questions to ask, and four conclusions we can draw.
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