Caveat Emptor: 14 Ways to Check Out Your Vendors
By Harry LewAre you doing enough due diligence to avoid buying defective or fraudulent products or services?
August 08, 2012
Going for Gold: Rep. Bachus Wins the Prize for Fuzzy Thinking on RIA SROCongressman Bachus WSJ piece on the benefits of an SRO for advisors sets what might be a world record for faulty assumptions, wrong conclusions and inaccuracies.
August 08, 2012
Quad-A: Enticing Black Students to Become AdvisorsQuad-As focus is on trying to get historically black universities like Howard to introduce degree programs in financial planning.
August 07, 2012
Dragon 12: Great Productivity Tool Gets Even BetterThe premium edition has one feature that advisors should appreciate: text to speech.
August 07, 2012
Should IBD Advisors Sell Fixed Indexed Annuities?Registered reps and their clients may find the attributes of FIAs quite appealing.
August 07, 2012
Should IBD Advisors Sell Fixed Indexed Annuities?Registered reps and their clients may find the attributes of FIAs quite appealing.
August 07, 2012
Advisors: How Time Windows Will Change Your LifeThe discipline of following "time windows" has worked so well in my business that I highly recommend them to all my clients, especially those suffering from the traditional challenge faced by advisors of having way too much to do and too little time to do it.
August 07, 2012
Savvy Advisors Are Turning to ETFsThe latest AdvisorBenchmaking report found that 54% of advisors are likely to increase their use of ETFs in the near future.
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