Health Care Reform: Obama's Warnings to Carriers, Employers
By Christina Pellett, Christina PellettSo it appears that President Obama is taking some steps to make sure carriers and employers don't use the oncoming health care reform as an ...
June 24, 2010
Study Finds Income Gender Gap Among AdvisorsA recent report from the American College found that while income increases for both financial advisors throughout their careers, it increases at a lower rate...
June 24, 2010
Saratoga--Not YorktownAgreement between House-Senate conferees on the fiduciary provision was a clear victory--not a final victory--for investors.
June 24, 2010
The 7 People You Meet at Networking Events - and How to Avoid ThemYou can't go it alone as an advisor. Unfortunately, in trying to meet the right people, we don't always succeed - which is to say that we sometimes meet the wrong people.
June 23, 2010
Strategic partnersRegardless of how you position or market your practice, one thing we all agree on is that you can't be all things to all people all the time.
June 23, 2010
STOLI on the rocks (and off the docks)The Wall Street Journal on Monday ran an interesting piece about state regulators cracking down on "middlemen" pushing Stranger-Originated Life Insurance (STOLI).
June 23, 2010
GovernmentI'm sure you've been reading a lot recently, yes? I've discussed many of the books I've been digesting in The Investment Edge and in my blog -- 13 Bankers, No One Would Listen, plus others.
June 23, 2010
GovernmentI'm sure you've been reading a lot recently, yes? I've discussed many of the books I've been digesting in The Investment Edge and in my blog -- 13 Bankers, No One Would Listen, plus others.
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