Why Reps Shouldn't Fear Fiduciary
By Bob Clark, Bob ClarkIt's my observation that many advisors have concerns about the "fiduciary standard" that in one form or another appears to be a fait accompli in...
January 07, 2010
The new tax reform train wreckYour choice of affiliation model could soon be wirehouse, independent, bank or ... the federal government. We've learned to take at least one White House...
January 07, 2010
Gee, Seniors, Tell Us How You REALLY Feel...Thanks to the AARP and other senior interest groups, elder Americans are some of the most powerful people in the country.
January 07, 2010
Wii ReferralsJust the other day, I was handily beaten at Wii Bowling by my 7-year-old daughter, Jessica. In the throes of defeat (which I'm pretty used to), it occurred to me how good we would be at generating more referrals if, in fact, this process was a Wii game.
January 06, 2010
January means business (succession planning)This week I want to make you aware of some of the highlights from the January issue of Life Insurance Selling.
January 06, 2010
Pre-Retirees Need to Do More, Wells Fargo Study FindsCurrent savings rates are unlikely to fund the retirement lifestyles many expect, according to fifth-annual Retirement Fitness Survey from Wells Fargo & Company.
January 06, 2010
Know your political philosophiesCongress and the White House have continued their inexorable march to the health care sea, completely unencumbered by the desires of the American public.
January 06, 2010
Mixed blessingsThe news is mixed this week -- some Barron's folks think that we are in for a tough slog in 2010, and this opinion is echoed separately by the latest news from Allianz PIMCO's Bill Gross and Mohamed El-Erian
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