And Now, the Rest of the Alan Goldfarb Story
By Bob ClarkNew revelation raises questions about rushing to judgment, CFP Boards right to regulate its own designation and doing the right thing for the wrong reasons.
September 18, 2013
Making Sense of the Nonsensical Broker Comp RuleThe new transition compensation disclosure rule will not apply to transition incentives totaling less than $50,000and that's a problem.
September 18, 2013
What I learned from investigating a prospective client’s annuityEven with a prospect, you have to dig deep sometimes to make a recommendation, especially with annuities.
September 18, 2013
What I learned from investigating a prospective client’s annuityEven with a prospect, you have to dig deep sometimes to make a recommendation, especially with annuities.
September 17, 2013
New Features Prompt Reassessment of Whole Life InsuranceInsurance carriers have taken steps to bring whole life products back to relevance in todays competitive environment.
September 17, 2013
Quarterbacking voluntary benefits enrollmentGetting the crowd to notice your league might be tricky this year.
September 17, 2013
Quarterbacking voluntary benefits enrollmentGetting the crowd to notice your league might be tricky this year.
September 17, 2013
It's Time for Congress to Ban Forced Arbitration for InvestorsThe Investor Choice Act would level the playing field for ordinary investors by prohibiting mandatory pre-dispute arbitration agreements in BD and advisor customer contracts.
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