Obfuscation
By Richard HoeWords cannot hide a fund's disastrous year on an annual report.
March 27, 2014
Why the SEC Must Revise Its Proposed Reg A RuleThe SEC wants to transform Regulation A offerings into covered securities, which by law are not subject to state review. That's not what Congress intended.
March 26, 2014
Coaches Corner: How to Get a Good Human Capital ROIWhat would you pay, owner-advisor, if a staff member took five items off your plate? Here's how to motivate your employees and cut your workload.
March 26, 2014
Why AUM Fees Still Make (Im)Perfect SenseA flat-fee model provides some benefits, but for retail clients and independent advisors, charging fees on assets under management is still the go-to model.
March 26, 2014
Disability Insurance Observer: Old reliableIncome protection -- the boring, cataclysm-free product.
March 26, 2014
Disability Insurance Observer: Old reliableIncome protection -- the boring, cataclysm-free product.
March 26, 2014
Is it a product, feature or benefit for your client?If you have been selling for any amount of time you have heard the value in knowing how to distinguish the difference between a product feature and its benefit.
March 26, 2014
Call for nominations: 2014 Industry Elite AwardsThe deadline is approaching. Nominate a peer for excellence within the industry.
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