A million-dollar equation
By Staff WriterWhat hard numbers are needed to build a million-dollar business? According to David Mullen, author of "The Million-Dollar Financial Services Practice," you should have at...
May 28, 2008
Where can advisors and reps expect close regulatory scrutiny?Under qualified for oversight? Fines continue to rain down on firms for wrongfully using unregistered executives in key compliance supervisory positions. Research disclosure? FINRA...
May 28, 2008
Limiting bid-ask spreadsClients in exchange-traded funds can't avoid the trading cost caused by "bid-ask spreads" - the small premiums they pay every time they buy and sell....
May 28, 2008
Boomer politics15% - Percentage of people born in 1946 who say they were more conservative and have become more liberal. 20% - Percentage of boomers...
May 28, 2008
Boomers on the road259.4 million - Number of trips made in the United States by baby boomers. 26% - Percentage of boomers who prefer to fly than...
May 28, 2008
Boomers on the move - and not to where you'd thinkThink all retirees flock to Florida? Not so, reports the Associated Press. Retirees are increasingly likely to pick snow over sunshine for their later years. The...
May 28, 2008
Boomers cut back spending, savingThe Associated Press reports that the economic downturn is hitting roughly one in 10 middle-aged and older Americans especially hard, compelling them to borrow money...
May 28, 2008
Use technology to support serviceTo distance yourself from your competitors you need to develop technological strategies that allow you to provide the same quality of service to each of...
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