The new "gig" deal for financial reps
By Tommy SmootFreelancers and contract workers are more likely than ever to end up on your list of clients and prospects.
November 11, 2015
Power to the patients!Does the smartphone have the power to transform the way health care is practiced?
November 10, 2015
About That Roth Conversion Cure: Watch the Side EffectClients may understand the tax benefits of a Roth conversion, but not how the resulting higher income can lead to an increase in Medicare premiums.
November 10, 2015
Caveat Empty: Most Clients Don’t Understand the Brokerage BusinessThe principle of caveat emptor went out the window when brokers started using the moniker advisor to evade the 40 Act standard.
November 10, 2015
International borders mean nothing for hackersThe Internet is taking down the borders around countries all over the world.
November 10, 2015
International borders mean nothing for hackersThe Internet is taking down the borders around countries all over the world.
November 10, 2015
Going Indie? Choose Your Tech Tools WiselyAs a newly independent advisor picking tech tools, I felt like a kid in a candy store. But its important to build slowly and prioritize.
November 10, 2015
The CO-OP problemThe W.C. Fields approach to marketing is funny, but not when an insurer uses it.
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