The Sophistication Argument and Other Myths About Brokers, and Fiduciary
By Bob ClarkSophistication, training and research? Okay. But why are clients still confused over brokers' duties toward them?
April 04, 2011
What Changes in the VA Market Mean for AdvisorsMy survey in this issue of the current variable annuity marketplace comes with several important take-aways. Producers would do well to take note.
April 04, 2011
Long-term care's rallying cry: Get over it!It's 75 degrees under a cloudless sky and a hot desert wind rips a man's hat from his head outside the Tropicana Hotel before slapping it against a taxi cab windshield.
April 04, 2011
Game ChangeIn what has often been derided as an "old white man's game" the industry seems to have organized some new players.
April 04, 2011
Goodbye, MaryToday, I am writing this at home because I must attend a funeral for a neighbor (let's call her Mary, although that is not really ...
April 04, 2011
Goodbye, MaryToday, I am writing this at home because I must attend a funeral for a neighbor (let's call her Mary, although that is not really ...
April 04, 2011
My Fourth Anniversary as an Independent Advisor: Lessons Learned, Next StepsFour years after going RIA, Mike Patton has no regrets. He does have some challenges, but is excited about his custodian.
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