A suitability primer for insurance-only agents
By Daniel WilliamsWith SEC 151A in our rearview mirror, I've been talking with as many advisors and industry folks as possible to get a read on what are the pressing suitability issues insurance agents are facing today.
February 23, 2011
A suitability primer for insurance-only agentsWith SEC 151A in our rearview mirror, I've been talking with as many advisors and industry folks as possible to get a read on what are the pressing suitability issues insurance agents are facing today.
February 23, 2011
Another stupid ideaThere's an ad in this month's Smart Money that suggests you can make a fortune the first few minutes of any trading day.
February 23, 2011
New faces of tomorrowI'm on my way to the LIMRA Distribution Conference in Orlando for the remainder of the week, where I'll immerse myself in a variety of discussions about what's happening right now (and what's on deck) in product creation and distribution.
February 23, 2011
Something is missingOur national and state capitols are replete with more than enough ideologically crippled politicians.
February 23, 2011
Another stupid ideaThere's an ad in this month's Smart Money that suggests you can make a fortune the first few minutes of any trading day.
February 23, 2011
Hearings Abound in March on Tax Code Reform, SEC Funding, GSEs, and DOL's 'Fiduciary'March is going to be a busy month for hearings, as the Senate and House tackle everything from reforming the tax code, housing finance reform, to the…
February 23, 2011
Advisor’s Value Pointed Out in StudyDuring turbulent days in the market such as these, the best thing an advisor can do is to keep their clients from making bad choices.
Commentary