HHS Arm: Consumers Should Get Health Information Access Reports
By Staff WriterThe Office for Civil Rights at the U.S. Department of Health and Services says consumers should know who has electronic access to their personal health information.
May 31, 2011
The ABC's of prospecting: Attract better clientsHow's your prospecting business? Are you finding success, or are you stuck sifting through fool's gold?
May 31, 2011
The Profession Not Only Lacks Black Advisors, but Minority Clients as WellThe reality, says one advisor: "Our profession will only truly serve Blacks and Hispanics when they become affluent."
May 31, 2011
Hey, Advisor, Are You a Sales Person?What is the role of a financial advisor: to be a salesperson or to dispense advice?
May 31, 2011
Stranger-Owned Life Insurance: Is the Contestability Period a Shield or a Sword?The latest STOLI case, regarding AXA Equitable in federal court, held for investors engaged in outright fraud.
May 31, 2011
FPA in China: Learning How to Build Trust in a Private SocietyIn China financial planning is done through CFPs at banks, but cultural differences around privacy and intimacy pose challenges for Chinese financial planners.
May 30, 2011
HHS Arm: Consumers Should Get Health Information Access ReportsThe Office for Civil Rights at the U.S. Department of Health and Services says consumers should know who has electronic access to their personal health information.
May 28, 2011
FPA in China: 9 Answers on the Role of Insurance in ChinaChinese financial planners tell Bill Dyess where the opportunities, and growth, are in insurance products in China, such as LTC insurance and annuities
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