Would consumers give up their smartphones for their advisor?
By LIMRAAt least two-thirds of consumers say they'd give up their smartphone to keep their advisor.
June 15, 2015
First Impressions of Redtail’s CRM OfferingNow that I've talked to an actual person at Redtail, I've been impressed with its CRM offering for advisors.
June 15, 2015
View: Congress doesn't understand health costs, or careThe author says budget hawks should be supporting IPAB.
June 15, 2015
Don’t get confused: Life settlement transactions are safe and regulatedAs of 2015, 42 states and the territory of Puerto Rico regulate life settlements, protecting approximately 90 percent of the United States population.
June 15, 2015
Don’t get confused: Life settlement transactions are safe and regulatedAs of 2015, 42 states and the territory of Puerto Rico regulate life settlements, protecting approximately 90 percent of the United States population.
June 15, 2015
Managing the (Mobile) Risk of Fine Art InvestingHere's a five-step guide to ensuring your clients address the risk in fine art, which usually moves from place to place.
June 12, 2015
Why Mike Huckabee's stance on Social Security is not notable at allHuckabee's ideas do nothing to change the math of Social Security.
June 12, 2015
Why Mike Huckabee's stance on Social Security is not notable at allHuckabee's ideas do nothing to change the math of Social Security.
Commentary