Bad Apple Advisors and Senior Clients
By Daniel WilliamsThose few bad apple advisors can certainly spoil it for all the good advisors, not to mention the clients who look to them for trust and sound financial advice.
February 08, 2012
The Catch: The Mouths of Former SmokersHaunted teeth, Coventry reports lower earnings on higher revenue, and more.
February 08, 2012
The J.C. Penney WayWill cutting fees increase sales of annuities and other financial products?
February 08, 2012
Measuring Market Performance: Much Depends on Where You StartWhy using historic long-term performance numbers in either the asset allocation process or to arrive at wealth and spending forecasts is problematic, and what to do about it.
February 07, 2012
Bowl People OverWhat do rising Super Bowl ad prices tell us? That attention now comes at a premium.
February 07, 2012
The Uncertain Future of an Advisory ProfessionA comment on 'What if Doctors Could Act Like Advisors?" leads to short history lesson on advisor trademarks and licensing, and how that history informs the fiduciary debate.
February 07, 2012
AICPA PFP: The ‘Other’ World of Financial PlannersLast month witnessed the national conference for the Personal Financial Planning section of the AICPA a world of CPA financial planners that have lived a relatively separate existence from the rest of the financial planning world.
February 07, 2012
The Catch: SBC? What's That?A key PPACA benefits summary deadline is just a few weeks away, a physician incentive hearing, and more.
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