The Technophobic Advisor's Guide to Picking the Right Tech
By Robert SofiaIf you got into this business because you love helping people — not because you love technology — the pressure around tech can feel overwhelming.
March 08, 2018
A Radical Way to Rein In Occupational LicensingAre all those licensing requirements good, or bad? And for whom?
March 07, 2018
Bonds in Client Portfolios: What Advisors Need to KnowWhile most high-net-worth individuals understand the benefits of fixed income, many lack the understanding to make the right investment choices.
March 06, 2018
CVS's Monster Debt Sale Highlights a Major Deal ProblemOne challenge will be how to channel Aetna plan enrollees into CVS stores without getting them mad.
March 06, 2018
Let the DOL Oversee Association Health Plans? No WayA fraud fighter says the DOL has a bad track record when it comes to shutting down fake plans.
March 05, 2018
AXA's New CEO Shows How to Really Irritate ShareholdersFrom investors' perspective, what AXA is paying for XL is a lot of money.
March 05, 2018
The Advisor and the Quant: Using a Market Correction to Build Client TrustFrom "The Advisor" Joe Elsasser and "The Quant" Ron Piccinini, two perspectives on how to help clients deal with market volatility.
March 02, 2018
3 Things We Learned When We Created Medicare CE Classes for AgentsOver 30 years ago, I taught reinsurance brokers about primary lines of business. Flash forward to the present. My career is now back to insurance,…
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