Can Trump, GOP Stop DOL Rule? Not Likely
By Timothy WelshPolitical movement has created doubt in the industry over whether to continue investing in technology to comply with a best interest standard.
November 21, 2016
Last Best Chance for Fixing Roads and Refinancing DebtI suggest that the U.S. issue bonds that mature in 50 or 100 years, and given Washington gridlock, something positive may result.
November 21, 2016
The Benefits of a 50% Currency HedgeUsing the "hedge of least regret" discourages investors from trying to time currency moves.
November 20, 2016
5 Sink-or-Swim Metrics for RIAs in 2017Many industry benchmarking studies are reporting that profitability has been falling in most independent advisory firms over the past two years.
November 18, 2016
Find out why your client is reluctant to discuss life insuranceOften, life insurance discussions force clients to face their own mortality, which is uncomfortable for many.
November 18, 2016
Ask questions to break down brick wallsInstead of suggesting your client is wrong, ask questions that make him consider his position.
November 18, 2016
Ask questions to break down brick wallsInstead of suggesting your client is wrong, ask questions that make him consider his position.
November 18, 2016
How do I talk to spouses about insurance when one isn't on board?When one half of a married couple refuses to discuss life insurance, what can you say or do?
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