Helping Clients Cut Off the Kids
Helping Clients Cut Off the Kids
Apr 10, 2012
Advisors can offer valuable support to parents who need to tell their kids, "No more money!"
Q&A: Using Videos to Go Viral
Q&A: Using Videos to Go Viral
Apr 10, 2012
Brittney Castro’s short videos on topics from tax refunds to maternity leave are pushed across her social media channels, widening her professional network — but also luring new prospects to her door.
LoJack Your Mobile Device
LoJack Your Mobile Device
Apr 10, 2012
Security has gone mobile, with software, services and apps that can do everything from wipe a device if it’s stolen to making it practically shout for help if lost ...
App Review: Rejoice. You Can Order Your Android Around Too.
App Review: Rejoice. You Can Order Your Android Around Too.
Apr 10, 2012
Having some Siri envy? The voice-activated ‘personal assistant’ is a useful tool if you are an iPhone owner.
Poll:Is your personal phone or tablet also your primary handheld device for your advisory business?
Apr 09, 2012
Advisors at Acquired Firms Must Decide: Stay, or Go? Here Are Some Tips
Apr 09, 2012
Staying or going is a critical decision for your practice and given the gravity and consequences of that decision every advisor should take control of the situation.
An 'Old-School' Branch Manager in a Whole New World
Apr 09, 2012
More work, same pay has been the story for branch office managers over the past decade. It took a tragedy among his ranks to help one Wells Fargo manager find personal value in an increasingly difficult job.
Take the Lump and Run?
Take the Lump and Run?
Apr 09, 2012
You have a client who participates in a defined benefit pension plan at work. She's near retirement and needs to make a decision: take the money as a lump sum, or receive a monthly lifetime annuity-style payment? What advice should you give? Take...
Private Equity That's Publicly Traded
Private Equity That's Publicly Traded
Apr 06, 2012
Ah, memories. Remember when endowment-style investment was all the rage? You know, before the market meltdown of 2008-2009? Those were the days when investors clamored for portfolios that looked like those managed for the benefit of Harvard and...
CFP Board to Make Planner Bankruptcies Public
Apr 05, 2012
Bankruptcy among holders of the Certified Financial Planner designation has been rising at a startling rate in the past four years. The number of cases that the CFP Board of Standards reviews has risen from just one in 2008 to eight in 2009, 20 in...
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