2015 Outlook: The changing of the guard
By Michael MarkeyIn 2015, look for independents to continue to add more services and alliances with other professionals.
December 10, 2014
5 Ways to Build Trust With Women Using Social MediaAdvisors can leverage social media to reach and build trust with female clients, who are already bigger users of social media than men.
December 10, 2014
On the Third Hand: PrivatizationWhy is it again that HHS oversees the PPACA exchange system?
December 10, 2014
Incoming freshmen in Congress get quick infusion of corporate cashThe list of PACs with quick reflexes includes the National Association of Realtors.
December 10, 2014
What the World Needs Now…Are Client AdvocatesThe securities industry seems to be moving toward fiduciary client advocate advisors. Unfortunately, it looks like it will take a new professional organization to get there.
December 10, 2014
What’s the Future of Advisor AUM Fees?As the price of beta goes to zero, will financial planners be forced to reduce or unbundle AUM fees?
December 10, 2014
A practice niche with untapped potentialA planned gift funded with life insurance is a donation that can have a really positive impact.
December 09, 2014
2015 disability and absence management outlookThe future looks as if ... it's full of acronyms. Many acronyms.
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