LTCI Watch: Ratings
By Allison BellIt's interesting to see the government cripple a rating agency as it yanks rates around.
February 04, 2015
Scheduling appointments: Stop typing and start talkingIn a relationship-driven business, the personal touch of a phone call is still important. And you must master it.
February 04, 2015
Scheduling appointments: Stop typing and start talkingIn a relationship-driven business, the personal touch of a phone call is still important. And you must master it.
February 04, 2015
The Institute’s Fiduciary Best Practices: What’s Missing?Practices proposed by the Institute for the Fiduciary Standard are a great start, but can employee brokers really be expected to be fiduciaries for clients?
February 04, 2015
A Simple Strategy for Achieving Clients’ Charitable Goals: the Donor-Advised FundYour clients dont need the mega-wealth of a Warren Buffett to have philanthropic aspirations, nor need they worry about complicated giving strategies.
February 03, 2015
Industry, Media Fail to Promote Minority Advisors' Success, Ex-Advisor ChargesThe profession hasnt done a good enough job of profiling successful African-American advisors and showcasing their success, says former NFL player turned advisor Lee Jenkins.
February 03, 2015
Concierge medicine offers a more personalized approachIs PPACA the driving force behind the unprecedented growth in concierge medicine? One savvy doctor thinks so.
February 03, 2015
4 Investing Strategies Bogle Gets Wrong: RitholtzVanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
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