IMOs come together at NAFA Summit
By Brian AndersonWhat happens when you get a bunch of normally competitive independent marketing organizations together in the same place for two days?
October 27, 2010
What the Uniform Fiduciary Standard Will Not BeSIFMA CEO Tim Ryan says matter-of-factly: the "uniform" fiduciary standard that the Securities and Exchange Commission (SEC) is working on will not be the fiduciary standard under the Advisers Act of 1940, because, he opined, we have to have a standard that will "work for everyone."
October 26, 2010
3 habits for highly effective presentationsOne common thread I see among top advisors is they deliver effective and powerful presentations. By doing so, they communicate on an intimate level with their clients and prospects.
October 26, 2010
3 habits for highly effective presentationsOne common thread I see among top advisors is they deliver effective and powerful presentations. By doing so, they communicate on an intimate level with their clients and prospects.
October 26, 2010
Timing is EverythingOne of the most common career mistakes that young advisors make is timing. They don't seem to realize that when they ask for something can be just as important as what they are asking for.
October 26, 2010
Gotta Pay Your (CFP Board) Dues, if You Wanna Sing the BluesThe CFP Board's latest chuckler? Raising dues to "boost awareness" of financial planning just as the greatest reregulation of financial advice in 70 years hangs in the balance.
October 26, 2010
Two Just-Plain-Wrong Retirement SolutionsThere are major differences between investing for people who are accumulating for retirement and investing for people who are retired and need regular income for their living expenses.
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