The great debate on ... cold calling?
By Daniel WilliamsI didn't know cold calling was such a hot-button issue, but apparently it is. We published a piece by contributor Kelley Robertson about "The new rules of cold calling for advisors." It kicked off a firestorm of debate
June 07, 2011
FPA in China: Expectations Exceeded; Hospitality UnmatchedReflections on the FPA in China trip include Dan Moisand's musings on what he learned about China and its financial planners, and newfound appreciation for his own country.
June 07, 2011
Social Media Lessons for Advisors From Rep. WienerThe biggest problem with social media, as Wiener has discovered, is the combination of its informality and its permanence.
June 07, 2011
Why Personal Financial Planning Can’t Be CommoditizedUnlike some observers, why I believe independent advice will never become like one more barrel of oil.
June 07, 2011
Tax Court Confirms Surrender Charges Reduce FMV of Life PolicyRuling on 419 welfare benefit plan sheds some light on taxpayers seeking to reduce their tax liability after distributions.
June 07, 2011
Does the Fiduciary Standard Cost Too Much? Not So FastWashington's search for new ways to pay for government, is a good omen for the fiduciary standard, particularly the arguments that it’s “too costly.”
June 07, 2011
What I'm Telling Clients About the State of U.S. EconomyWe're in trouble, in the opinion of advisor Mike Patton, but what to tell clients?
June 06, 2011
Five Misconceptions About QE2’s EndBernanke's news conference answered some questions about the future of quantitative easing, but many dangerous misconceptions remain on the table.
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