FORMULAS FOR SUCCESS-Does Your Practice Have Value?
By Mark TibergienFor most people in the advisory business, the question of practice value arises in purchase and sale situations. The owner often has an inflated perception...
June 01, 2004
THE PLAYING FIELD- Serving the Not-So-WealthyRon Peremel has created a referral Web site that provides a smart way to remedy one of the industry's conundrums: serving middle-market America. Peremel launched...
June 01, 2004
Passing It OnA family-owned business is one of the most common types that exist today, and is the backbone of American enterprise. The contemporary family business owner,...
June 01, 2004
Tall OrderCompliance. It's the buzzword of the day. Attend an industry conference, and you'll notice that the compliance sessions are standing room only. It's no wonder....
June 01, 2004
FROM TACTICAL TO PRACTICAL- By the BookYou're at the point in your career where you've decided it's time to write a book, and you want to ensure that your efforts are successful....
June 01, 2004
Debunking Myths About ARMsWhile the number of home buyers using adjustable rate mortgages (ARMs) has increased to 35% from 14% a year ago, according to the latest figures...
May 28, 2004
NAVA: U.S. VA Asset Total Climbs 28%NU Online News Service, May 28, 2004, 2:44 p.m. EDT -- U.S. variable annuity net assets soared to $1 trillion at the end of ...
May 28, 2004
Securian Unveils 401(k) Education ProgramNU Online News Service, May 28, 2004, 2:53 p.m. EDT -- Securian Retirement Services, a unit of Minnesota Life Insurance Company, St. Paul, Minn., ...