Tacticality
By Richard Hoe, ChFC, CLU, AEPBuy-and-hold investing giving you disappointing returns? A more tactical approach might be necessary.
September 12, 2012
Annuity Suitability: Assessing Compliance RiskRecent market conduct exams in California and Ohio provide a road map for insurers on how to meet annuity suitability requirements.
September 12, 2012
NASAA to Advisors: Help Seniors Avoid Investment TrapsThe investment marketplace remains a dangerous place for unwary seniors and their advisors.
September 12, 2012
NASAA to Advisors: Help Seniors Avoid Investment TrapsThe investment marketplace remains a dangerous place for unwary seniors and their advisors.
September 12, 2012
On the Third Hand: The Census DataEmployers may be covering more young adults but fewer of the young adults' parents.
September 12, 2012
On the Third Hand: The Census DataEmployers may be covering more young adults but fewer of the young adults' parents.
September 12, 2012
How Marketing and Client Relations Cement a Successful Advisory BusinessThe sometimes arduous effort to win and keep clients is the best foundation for a successful firm. But make sure you're targeting the right clients.
September 12, 2012
For Advisors and Their Clients, Does It Matter Who’s President?A look back at the last five presidents and their policies' effects on advisors and their clients, with implications for Obama-Romney.
Commentary