Why You Can’t Be ‘Three-Quarters of a Fiduciary’
By Knut A. RostadFormer SEC Commissioner Luis Aguilars comments reverberate more loudly today, as fiduciary rules at DOL, SEC and CFP Board come into focus.
September 29, 2017
Your Mom's Health Insurance Could Help Your KidsHow your efforts to get clients can make a lasting difference.
September 29, 2017
Broad Strokes of Tax Reform Released in GOP FrameworkThe GOP tax framework aims to simplify the tax code for both individuals and small businesses while reducing the tax burden at both levels.
September 29, 2017
Fees Are Not the Enemy of InvestorsSales charges discourage active trading, and most people are terrible active traders.
September 29, 2017
7 Things to Know About Life Insurance as a Retirement StrategyA life insurance-based retirement strategy could help your client avoid some of the restrictions that apply to IRAs.
September 28, 2017
Trump, Health Care and Ethics ViolationsWhat if the president goes out of his way to cripple Obamacare?
September 28, 2017
Increasing Business Value Through TechnologyBased on volumes and demographics, there should be more deals being done, however, there is often a disconnect between buyers and sellers, says Dan Seivert of ECHELON.
September 28, 2017
7 Reasons Republicans Couldn't End ObamacareThe author says the real surprise is how close Congress came to passing a bill.
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