3 Formidable Factors Influencing the Financial Experience
Don’t ignore the pulse of your marketplace. If you do, you run the risk of leaving serious opportunities on the… Read More
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The True Cost of Parent PLUS Student Loans
Below is a guest post from Earnest, the innovative online lender that combines data science, streamlined design, and exceptional service to… Read More
Monitoring According to Best Interests Contract (BIC)
In May 2015, the Supreme Court’s unanimous ruling in Tibble v Edison clarified once and for all that a fiduciary… Read More
New Fiduciary Definition Demands Practical Suggestions
The opinions expressed below belong solely to the author of this post and do not necessarily reflect the opinions of… Read More
Complete Coverage of the DOL Fiduciary Ruling
Today, the Department of Labor issued their ruling on the proposed expansion to the definition of a Fiduciary under ERISA… Read More
5 Tech-Driven Clients and How to Serve Them
No two clients are the same. You know it from experience. You’ve spent years talking to clients, learning as much… Read More
The Importance of Video Marketing
Do you ever have trouble getting a client to commit to an annual review appointment? Or speak to a prospect… Read More
Advisors Servicing Retirement Assets Are Targeted by the SEC
In my last post, I referenced the Department of Labor Land Grab, but the DOL is not the only agency… Read More
The Role Design Plays in Client Engagement
In a break with tradition, the Oxford Dictionaries recently announced the “Face with Tears” or emoji as the 2015 word of… Read More
DOL Land Grab Will Result in New Fiduciary Rule
2016 is the first year that baby boomers start turning age 70. Of course, this is in addition to the… Read More
