6 Ways for Owner-Advisors to Make Mergers Work
By Angie HerbersMy consulting work with advisorsand my own failed merger experiencehave taught me these lessons.
December 21, 2016
5 reasons why life settlement auctions don’t make senseEvery person selling a life insurance policy has a unique story and should be treated individually and with great care, not like cattle.
December 21, 2016
5 reasons why life settlement auctions don’t make senseEvery person selling a life insurance policy has a unique story and should be treated individually and with great care, not like cattle.
December 20, 2016
Start Worrying About Long-Term CareWill long-term care insurance ever be an attractive product for many Americans? If not, how will we pay for care when we get old?
December 20, 2016
Congress Got Schooled Once by a BD Owner; It Should AgainAs the new administration and Congress contemplate regulatory changes, it would be wise to get input from broker-dealer owners like Peter Schiff.
December 20, 2016
Technology As an Investment – And a NicheClients who are keen to have Kim Gaxiola as their financial advisor better not have reservations about technology.
December 20, 2016
Terrorism reinsuranceCongress should find a gentler way to exclude coverage for people from the Terrorism Risk Insurance Act..
December 20, 2016
Terrorism reinsuranceCongress should find a gentler way to exclude coverage for people from the Terrorism Risk Insurance Act..
Commentary