How to grow your business in any economy
By Daniel WilliamsHere's a sampling of the best submissions for our upcoming 100 best sales and marketing ideas.
April 27, 2010
Dead Horse Blues: The Financial Planning Coalition and Its PrioritiesModern technology is pretty amazing stuff, but what really blows me away is how it's changing our lives. Case in point, I just read two...
April 26, 2010
How to Talk About Retirement the Right WayNational Underwriter Life and Health ran a story a couple of weeks ago about LIMRA's findings that most advisors don't consistently discuss retirement income planning ...
April 26, 2010
How to Keep Your Clients HappyAfter three years as an independent advisor, I can safely say that the business has never been healthier. Every new client I have received this...
April 25, 2010
How to Talk About Retirement the Right WayNational Underwriter Life and Health ran a story a couple of weeks ago about LIMRA's findings that most advisors don't consistently discuss retirement income planning with their clients.
April 23, 2010
More on Supreme Court's Decision in Harris CaseThe court's decision has been seen as favorable for fund companies, although some observers believe it could lead to more lawsuits over fees and possibly lower fees.
April 23, 2010
Four Reasons Target-Date Funds Dominate Retirement InvestingWith target-date funds, investor returns over the past three years exceeded the funds' total returns in every target-date category except for one, and far exceeded a shareholder's experience owning a traditional mutual fund.
April 23, 2010
Target-Date Funds' Q1 Performance DataThe average target maturity fund had a positive return for the fourth-straight quarter of 3.8%, slightly below the 4.0% return of the fourth quarter of 2009
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