Want a More Profitable Firm? Let Employees Work From Home
By Angie HerbersOur research shows that firms that offer more flexibility to employees are more productive and profitable and the employees are happier, as are clients.
May 15, 2013
Advisors May Be Crazy, Like a FoxWhat the research suggests about advisors change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?
May 14, 2013
A change of tune about annuitiesOne prominent financial advisor who was once against selling an annuity has come around to the benefits of the product.
May 14, 2013
A change of tune about annuitiesOne prominent financial advisor who was once against selling an annuity has come around to the benefits of the product.
May 14, 2013
On the Third Hand: The boy who cried rate shock"Chicken Little" is one good basic text for PPACA watchers. "Peter and the Wolf" is another.
May 14, 2013
On the Third Hand: The boy who cried rate shock"Chicken Little" is one good basic text for PPACA watchers. "Peter and the Wolf" is another.
May 14, 2013
Matching HNW Clients’ Coverage With Their Risk ProfileEven, and especially, for the high net worth, make sure those clients insurance coverage matches their risk profile. Ask probing questions to determine their real, if often overlooked, risks.
May 14, 2013
Plan for today, tomorrow and the futureHaving a succession plan in place is good for you ... and your clients.
Commentary