Do Active Clients Make for Better Decision-Makers?
By Heather Trese, Heather TreseThis year, employees were more active in their benefits decision than in years past. A recent study by human resources consulting firm Hewitt Associates found ...
March 30, 2010
NAHU: Agents Will Still Have a Role in Health Insurance ExchangesNever fear: Not only will you have plenty of opportunities to continue selling health insurance policies now and in 2014, but you're going to be busy as heck answering all your clients' questions.
March 30, 2010
Sovereign Debt and Asset AllocationWe're facing extraordinarily high levels of government debt, but GDP growth is moderate at best. Are we facing disaster?
March 30, 2010
NAHU: Agents Will Still Have a Role in Health Insurance ExchangesIt turns out your biggest fear with health care reform - the state-based health insurance exchanges through which individuals can more easily purchase qualified benefit ...
March 29, 2010
Eight Great Questions to Keep Clients HealthyA helpful checklist of questions wealth managers can pose to clients who are facing the threat of presenteeism among their domestic employees.
March 29, 2010
Investors Will See the LightIt may well be that a "study" of whether brokers should put their clients' interests first will call even more attention to the differences between those who put client's interests first and those who don't have to.
March 29, 2010
There Is No Perfect Custodian, but . . .This past week I received a couple of phone calls from advisors who were seeking an unbiased opinion about my custodian, TradePMR. Although I've written...
March 25, 2010
Boomers choose big cities over 'burbsAs boomers struggle to pull their retirements back on track and jobs are harder to come by, many boomers are opting to stay in big...
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