Retirement Planning's Hard Reality: Savings Trump Returns
By Andrew RiceSorry, but pipe dreams and unicorns dont actually exist, although the lottery is an option. Im kidding about the lottery part.
May 23, 2016
Why Clients Leave an Advisor, Pt. 2: Clients Stay When You CareWhen you understand who your clients are as people, as opposed to how wealthy they are, you will understand why they do what they do.
May 23, 2016
Do’s and don’ts of indexed annuitiesTheres a proper way to discuss these popular products.
May 23, 2016
Do’s and don’ts of indexed annuitiesTheres a proper way to discuss these popular products.
May 23, 2016
LTCI Watch: Harry Potter and HIPAAThe Harry Potter story has a deep connection with reality. The federal health information rules, not so much.
May 23, 2016
3 Rules for Picking Alternative ETFsMany alternative ETFs have come under scrutiny for their lack of effectiveness or liquidity. The "three C's" can help you and your clients avoid pitfalls.
May 23, 2016
How to Sell Fixed Indexed Annuities Under DOL Fiduciary RuleSales even recommendations of fixed indexed annuity products makes an advisor subject to the new fiduciary rule.
May 20, 2016
Election 'Uncertainty' Isn't Messing With MarketThe word "uncertainty" doesn't mean what you think it means, Barry Ritholtz writes.
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