Welcome to Fantasy Island
By David A. SaltzmanIf you were a fan of the 1978 TV series "Fantasy Island," I apologize in advance. I have decided to recast it for the 2009-2010 season. Playing the role of the host - let's call her "Miss Roark" - is Nancy Pelosi.
December 16, 2009
Welcome to Fantasy IslandIf you were a fan of the 1978 TV series "Fantasy Island," I apologize in advance. I have decided to recast it for the 2009-2010 season. Playing the role of the host - let's call her "Miss Roark" - is Nancy Pelosi.
December 16, 2009
Advisor Jobs: Encouraging SignsThe Securities Industry lost 900 jobs in November, but the job market for the industry appears to be establishing a bottom. Also encouraging is the level of hiring-related activity and aggressive plans for next year by many industry employers.
December 16, 2009
Third-Party Managers (Tactical vs. Strategic)Now that 2008 is about to be safely behind us and we have had 2009 to recover -- and, who knows for sure, but 2010 is looking like it could be okay, yes? -- I'm wondering what you think about third-party managers.
December 16, 2009
Fighting SEC Rule 151AChances are you want SEC Rule 151A to be vacated. Are you doing anything about it?
December 15, 2009
What health care consumers don't know can cost themIt's a real opportunity for advisors to step in and help their senior clients learn what's available for them.
December 15, 2009
Time for a Transition (IV): Using Special Events to Boost BusinessTom McCarthy, affiliated with Commonwealth Financial, uses LifeBio system to build rapport with current clients and special guests - a great "next generation" strategy for smart advisors nationwide.
December 15, 2009
FA Outlook for 2010: Demand to Remain StrongAs bedlam gives way to calm, top advisors should like the new order at the wirehouse, regional and independent broker-deals.
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