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By Odysseas PapadimitriouThe SECs decision to let advisors use customer reviews could be extremely beneficial for top-rated advisors bottom lines, as other industries experience has shown.
March 05, 2015
View: The odds against PPACA just got a lot weakerThe author thinks the Obama administration has four possible paths to winning King vs. Burwell.
March 04, 2015
More Asian-Americans Likely to Become AdvisorsThe challenges and benefits of providing financial advice will lead to more Asians becoming advisors, says planner George Dang.
March 04, 2015
Securing the appointment: the value of a good scriptWhen setting an appointment with a new prospect, it is critical to come across in a professional manner.
March 04, 2015
Securing the appointment: the value of a good scriptWhen setting an appointment with a new prospect, it is critical to come across in a professional manner.
March 04, 2015
The WSJ’s Public Service on Fiduciary Standard: Lifting the VeilThe five arguments made by Journal editors that they got partly wrong, wrong and confused and just plain wrong.
March 04, 2015
The CRT: Give to Charity, Supplement Retirement IncomeTheres been a resurgence of interest in the charitable remainder trustheres how to determine if its appropriate for your clients.
March 04, 2015
The Case Against Fee Disclosure: Good Idea; Bad TimingShould RIAs increase fee disclosures to clients? It's a good idea, but considering the brokerage industry's marketing expertise, now may not be the right time.
Commentary