Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
How to Measure Your Firm’s Overall Efficiency
By Dan SkilesAdvisors are very good at conducting this type of work for their clients. They build a financial plan, then measure on a consistent basis how the plan is doing. How well do you employ the same process for measuring the efficiency of your firm?
September 20, 2012
80% of Customer Service Is Just Being NiceStand out from the competition by delivering outstanding customer service.
September 05, 2012
Troika Demands Greeks Adopt Six-Day WorkweekGreeks could be forced into harsh new labor regulations as part of the terms of its bailout, according to a leaked letter from the so-called troika of the EC, ECB and IMF.
August 07, 2012
Doctors at hospital chain giant performed unnecessary cardiac work, increasing profits (MSNBC)A review of internal documents does not reveal how many unnecessary procedures were performed or how many patients might have been injured or died as a result.
June 15, 2012
Investor Concern about MetLife OverblownA securities analyst said it is unlikely that the Federal Reserve Board may force MetLife to raise more capital, a concern that has led investors to undervalue the stock.
May 09, 2012
2013 HSA and FSA Cheat Sheet (BenefitsPro)HSA contribution limits, HDHP minimum required deductibles among the coming increases in 2013.
November 29, 2011
A BD Rep Surveys His Clients: The Fiduciary Issue CrystallizedThe experience of one reps attempt to explain fiduciary vs. suitability to his clients illustrates whats wrong with the system.