Technology Will Continue to Transform Independent Advice, and Advisors
By Bob ClarkThe history of the independent advice model confirms that technology empowers independent advice. It will continue to do so.
January 06, 2015
Charitable Giving: Good for Clients’ Charities, Taxes and Financial PlansEquity-owning clients with low cost basis positions can benefit from a tax-efficient charitable strategy that complements the overall financial plan.
January 06, 2015
The echo of disruptionThe life and health insurance industry can learn from the sound of disruption, hopefully before too much regret sets in.
January 06, 2015
The echo of disruptionThe life and health insurance industry can learn from the sound of disruption, hopefully before too much regret sets in.
January 06, 2015
View: Whining Harvard professors experience ObamacareThe university has subjected the faculty to (gasp!) a $250 individual deductible.
January 06, 2015
View: Whining Harvard professors experience ObamacareThe university has subjected the faculty to (gasp!) a $250 individual deductible.
January 06, 2015
Technology and benefits: A winning combinationIn this episode, we explore how technology can help advisors become more effective and efficient while also differentiating them in their markets.
January 06, 2015
Technology and benefits: A winning combinationIn this episode, we explore how technology can help advisors become more effective and efficient while also differentiating them in their markets.
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