Not in my backyard
By David A. SaltzmanThe Patient Protection and Affordable Care Act is making Americans as nervous as a bunch of long-tailed cats in a room full of rocking chairs.
October 06, 2010
Not in my backyardThe Patient Protection and Affordable Care Act is making Americans as nervous as a bunch of long-tailed cats in a room full of rocking chairs.
October 06, 2010
What the HNW Should Ask Their Money ManagersOne thing that should have become abundantly clear in the last few years: the inherent conflict of interest between investors and portfolio managers.
October 06, 2010
The State Perspective: Massey on the New Form ADV Part IINASAA recommends that states that have adopted the Form ADV for use in the investment advisor registration process and for disclosure purposes should begin using the new Part 2 according to a specific schedule.
October 05, 2010
How to get referrals without askingOver the past few years, I've talked to numerous advisors and many successful ones who simply don't like to ask for referrals. They've developed a relationship with a client and don't feel "comfortable" asking for his or her help.
October 05, 2010
Wind Power Generates RevenueHarnessing wind or solar power for electricity, and more, is an intriguing idea, but one that may not have gotten so much play when times were more, shall we say, flush.
October 05, 2010
Wanted: Minority AdvisorsThe FPA has set up a Diversity Task Force to encourage people from different ethnic minorities in the financial advisory business through a series of programs and incentives.
October 04, 2010
Push for Underwritten Lifetime Income ProductsAdvisors need to ask for products that can help their clients.
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