How Health Care Policy Will Change in 2020
By Matthew SwendsenThe original oracles spoke words of prophecy. Here, an executive from the company Oracle peers ahead.
December 27, 2019
Investors Conquered Fees. Next Up Is Their Own Behavior.A recent study offers clues to closing the behavior gap.
December 26, 2019
10 Things Advisors Can Do When SnowboundYou may be snowed in, but that doesn't mean you can't be productive.
December 26, 2019
Without Customer Trust, Nothing Else MattersSure, you know all of this. Do you live this?
December 26, 2019
Making the Switch to Retainer-Based PlanningHere are some examples of how this business model can benefit your clients.
December 24, 2019
Yes, Virginia, Whole Life Insurance Is Worth ItThe author objects to the idea that a diversified investment portfolio is highly likely to beat whole life.
December 23, 2019
My Client Thinks Investment Advice Should Be Free. What Now?If your clients are wondering what they're paying you for, remind them of these 14 things.
December 23, 2019
Health Care Players Face Another Year in the Juicer: 2020 (Pre) VisionMarket forces look as if they'll continue to squeeze hard. On the windpipe.











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