A word to the wise CFO: Stay focused
By Warren S. HerschThe insurers are endeavoring to boost their bottom lines by cutting expenses and leveraging existing resources.
January 28, 2014
How to win a client in 20 secondsWhat is your simple, repeatable statement of value?
January 27, 2014
Warning on IRA Rollovers: Regulators to Scrutinize SuitabilityStay on your toes, advisors: the SEC and FINRA have issued warnings to those who advise clients looking to roll workplace 401(k)s into private IRAs.
January 27, 2014
PPACA angst: Risk corridors, 'bailouts' and other scary propositionsNo: A mechanism to protect insurers from exchange chaos is NOT a "bailout."
January 27, 2014
PPACA angst: Risk corridors, 'bailouts' and other scary propositionsNo: A mechanism to protect insurers from exchange chaos is NOT a "bailout."
January 27, 2014
Why Advisors Should Watch Obama’s State of the Union SpeechFor one thing, your clients (and prospects) may be watching. For another, it's important to understand how the truth gets twisted in Washington.
January 27, 2014
Has the Long-Overdue Correction Begun?Two down days for the market do not a trend make, yet heres what Im doing with my client portfolios now.
January 27, 2014
Advisors failing to meet needs of HispanicsThe insurance and financial services industry as a whole needs to do much more groundwork in order to understand the Latino community.
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