The hard work has only just begun

Bringing clients comprehensive financial planning deepens the relationship and can bring in more business. But advisors need to learn how to sell it.

During a media breakfast this morning at FSI’s OneVoice 2013 conference, FSI said the DOL assumes that getting paid by commission is conflicted, but that’s wrong.

The most least expected nuggets may be the most valuable

...

SIFMA expects a DOL fiduciary proposal in the second quarter of this year, renewing the industry’s concern over the possible legislation, which the organization says is contrary to the SEC’s.

Social media advisors seem to be multiplying, particularly when it comes to the financial service industry. Shouldn’t someone be vetting these people?

With LinkedIn’s new look comes new functionality.  If you have the updated version of LinkedIn, you now have the ability to run an advanced search on your connection’s connections. The truth is, LinkedIn didn’t openly advertise this featur...

...