Flat Fees Again: Hey, It’s Not My Fault!
By Bob ClarkThoughtful comments from two readers requires another look at the flat fees vs. AUM compensation model for advisors.
February 22, 2017
Investing in Times of Trump, and InflationHeres how to use different asset classes now to help guard client portfolios against inflation while contributing to total returns.
February 22, 2017
The secret to generating more referralsBuilding a thorough, strategic referral system takes time. But it's worth it.
February 21, 2017
Fintech Innovation Picks Up the PaceIf you want to know the state of affairs in advisor technology, be sure to make the annual trek to Joel Bruckensteins Technology Tools for Today (T3) conference.
February 21, 2017
The drug lobby is getting touchy about drug pricesPhRMA declined to defend a sky-high list price for a new muscular dystrophy drug.
February 21, 2017
Is long-term care insurance poised for a resurgence?The ShiftShapers Podcast Series: This is Part One of an interview with long-term care expert Bill Dyess.
February 21, 2017
Is long-term care insurance poised for a resurgence?The ShiftShapers Podcast Series: This is Part One of an interview with long-term care expert Bill Dyess.
February 21, 2017
Automated client management prevents lost salesWhen agents manage life insurance clients through traditional means such as spreadsheets and client files, they may let 15 percent or more of their book lapse each year.
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