6 reasons every advisor needs an ethical will
By Steven McCartyFor one, it will supercharge your legacy.
February 09, 2015
Why the insurance industry should embrace e-signaturesAllowing customers to approve a deal online can increase the ease and comfort of policy holders and ultimately bring increased new business to insurance companies.
February 09, 2015
Why the insurance industry should embrace e-signaturesAllowing customers to approve a deal online can increase the ease and comfort of policy holders and ultimately bring increased new business to insurance companies.
February 09, 2015
Finding Investing Alpha by Selective Stock PickingWhy I'm beginning to use some selective stock picking (think energy company Halliburton) to deliver alpha for clients, carefully following the wisdom of Benjamin Graham.
February 06, 2015
Broker Movement May Well Have a Banner Year in 2015Recruiting packages likely won't get any better, and watch for the continuing rise of the "Super Independents."
February 06, 2015
Are Actively Managed ETFs Really the Next Big Thing?There are some benefits, yes, but also some drawbacks that mitigate the cost and tax benefits of traditional ETFs.
February 06, 2015
On the Third Hand: Health privacySome ideas sound great, but don't work very well.
February 06, 2015
Client Prospecting in 2015: 4 Steps to SuccessTo take your prospecting to a deeper level, begin by categorizing and finish by blocking and tackling.
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