How to best serve your clients: Reflections on a long career
By Rob Holmes CLU®, ChFC®Be conscious of your brand and hone your communication skills and packaging towards the ultimate goal of establishing trust.
February 18, 2015
View: Why Libertarians really hate health reformPassing one federal law to fix a problem created by another federal law is wrong, the author writes.
February 18, 2015
The Medium Is the Message, When the Subject Is Investor ProtectionThe Committee for the Fiduciary Standard suggests mainstream media have an important role in investor protection, but I wonder if the emphasis is misplaced.
February 18, 2015
Financial Technology M&A Deals: Will Advisors Win or Lose?TA Associates and NorthStar; Fidelity and eMoney; SS&C and Adventthe list goes on. Here's how advisors can assess these deals' implications.
February 17, 2015
Fee proposal in Obama administration's 2016 budget: a bad ideaThe budget proposal will only drive up the cost of doing business. And that added cost will be passed onto consumers.
February 17, 2015
Get Ready for $10 OilGlobal demand remains weak, output is growing and OPECs power is eroding, columnist Gary Shilling warns.
February 17, 2015
Why I’m Excited About My Newest Tech PurchaseWith an eMoney subscription, Ill be able to exchange data between my custodian and Morningstar Advisor Workstation and, I hope, seamlessly update clients' financial plans.
February 17, 2015
Here's how to increase revenue and client satisfaction in 2015Good news for advisors: There are ways to become more productive while also delivering a higher level of service to your clients.
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