Seniors Speak Out on Advisor Compensation
By Daniel WilliamsThe debate over advisor compensation has been heating up lately so we reached out to seniors to get their thoughts on this timely topic.
December 14, 2011
The Catch: The Gentle Country's CDoctors give the U.S. health care system low marks, many employers are implementing the new benefits summary rules, and more.
December 14, 2011
Opportunity Knocks When You Get Data on Clients' Retirement Account PerformanceIf you can compare managed asset performance to the performance of your clients' "held away accountsand that performance is superioryou can convince your clients you should be managing all of their assets.
December 14, 2011
The Market is a Squirrel, And I Like ThatLike a squirrel, it's almost psychotic, and quite manic. The market is up one day and down the next, and sometimes up and down in the same day
December 14, 2011
The One Best PracticeBeing enthusiastic creates an immediate change in your sales results. As an added benefit, peoples reaction to your enthusiasm makes you feel better. Its clearly win-win.
December 13, 2011
Philanthropy Focus: A Warning for Volunteer Board MembersWealth managers can play a key role in making sure their HNW clients' philanthropic activities don't come back to bite them.
December 13, 2011
Tax and Philanthropy Focus: Year-End Giving Made EasyLast minute tax planning might very well include giving some wealth away, to your clients' benefit, and society's.
December 13, 2011
Mary Schapiro and the Strange Case of ‘Business-Model Neutral’Here's a thought. What if all our laws and regulations were 'business-model neutral,' like our drug and gun laws?
Commentary