How to eliminate multi-carrier billing objections
By David A. SaltzmanTwo trends are transforming the world of benefits and terrifying the industry in the process.
September 02, 2014
The Market Dependency of Private Equity Funds: Searching for Alpha for September 2014PE funds are more market dependent than you might suspect. Here's why, and how, along with how the market indexes performed in August.
September 02, 2014
The Secret to Turning Prospects Into Clients? ListenAs an RIA I'm in the business of rendering advice and solving problems, so with prospects I ask questions and listen closely to the answers.
September 02, 2014
Fiduciary Advisors Are in Peril: How to Fight BackTo combat the Wall Street-Washington lobbying campaign, fiduciary advisors must state in the clearest possible terms what fiduciary advice means for investors.
September 01, 2014
Fixed Annuity Sales Rising in 2014, but Why Now?Since the equity markets have risen, VAs should be more appealing as a retirement income-planning product. So why are sales of fixed annuities up so sharply while VA sales have fallen?
September 01, 2014
The Ice Bucket Challenge and its viralityWhat it is and how to gauge the virality of this video "campaign".
August 29, 2014
Managed Futures and Fixed Income, Part 2: Odd Couple of DiversificationManaged futures offer significant diversification in portfolios holding not just high-yield bonds, but also for investment-grade and muni bond holders.
August 29, 2014
An Advisor Marketing Plan Where You Get New Clients (and Paid Up Front)What if you could offer a service to new clients that could drive revenue of $30,000 a year while providing a pipeline of full-service prospects?
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