Practice Management Primer, Pt. 1: Definition and Process
By Spenser SegalThe principles to follow and steps to take to find solutions to any challenge presented by the markets and adapt to clients goals, even under changing conditions.
August 30, 2011
The Wall Street Journal’s Contribution to the Fiduciary ArgumentA WSJ editorial on retirement plan protection is the best argument why all financial advisors who advise retail customers should be subject to a fiduciary standard.
August 29, 2011
The tweeting of SMAXThis year's Senior Market Advisor Expo showed the power of social media to connect attendees and readers to the happenings at the event.
August 29, 2011
Lose One for the GipperApparently weve got the go-ahead to begin calling this the Obama recession.
August 29, 2011
Correlations Augur for Asset Class DiversificationA recent article in The Wall Street Journal supports our earlier assertion that equity sectors are becoming highly correlated.
August 29, 2011
When It Comes to Referrals, a Good Reputation Is PricelessWebsite + referral + referral + good reputation = potential new client, plus how I'm responding to the 'bull' market.
August 29, 2011
Deficit Reduction Committee Gets to WorkCongress solution to the debt limit crisis and rising deficits is fully operational, but many are left wondering whether the bipartisan Joint Select Committee on Deficit Reduction is capable of fulfilling its mandate.
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