Plan in advance to handle customer complaints
By National Ethics AssociationCustomer complains are a fact of life for financial advisors. Regulators expect advisors to have policies and procedures in place for handling them.
January 19, 2017
Flat Fees in the UK: Different Country, Same Lame ArgumentsExploring the notion that paying a onetime commission for "advice" is less costly than paying an annual AUM fee.
January 19, 2017
A dozen ways to be your company's most valued employeeIt's all about differentiation when you want to be known as your company's most valuable employee.
January 19, 2017
A dozen ways to be your company's most valued employeeIt's all about differentiation when you want to be known as your company's most valuable employee.
January 18, 2017
America is a lousy long-term care planning partnerInsurers should be skeptical of the role of the U.S. government in... anything.
January 18, 2017
DOL Rule in Flux, but Fiduciary Advice InevitableRegardless of the rule's fate, the industry is undoubtedly moving toward a fiduciary standard of care and holistic financial advice.
January 17, 2017
A better way to position wellness programsAndreas Deptolla has a strategy your benefits clients can use to determine the real-world value of wellness programs.
January 17, 2017
A better way to position wellness programsAndreas Deptolla has a strategy your benefits clients can use to determine the real-world value of wellness programs.
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