Fiduciary September 2015: A Historic Time for Fiduciary Advice
By Knut A. RostadReclaim your Advisers Act heritage, urges the Institute for The Fiduciary Standard, and tell your story to investors in the public square.
September 01, 2015
There’s more to life insurance than meets the eyeLIMRA research has found that some people -- but not many -- are using life insurance to help pay for college expenses.
September 01, 2015
There’s more to life insurance than meets the eyeLIMRA research has found that some people -- but not many -- are using life insurance to help pay for college expenses.
September 01, 2015
No Taxation With DiversificationAn exchange fund aka a stock swap fund can help clients diversify out of their concentrated holdings without the immediate tax hit.
August 31, 2015
For Once, Two Certainties in D.C.: New SEC Commissioners, DOL Fiduciary RuleThe New Year yes, Im talking about 2016 already will bring with it two certainties: A final fiduciary rule will be unveiled and new commissioners will arrive at the SEC.
August 31, 2015
Relationships End Where They BeginIn his 2007 book Blink, Malcolm Gladwell combines a broad spectrum of research to make the case for the power of first impressions.
August 31, 2015
Flat Fees vs. AUM Recap: The Good, the Bad and the Really?Recapping the arguments for retainer fees or charging on an AUM business. What's best for clients, and advisors?
August 31, 2015
Jobs Report Could Portend Fed’s Next Move—Searching for Alpha for September 2015Remember September 2008's jobs report? Friday's could be just as important for stocks.
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