The embarrassing and problematic launch of HealthCare.gov is nothing short of incomprehensible in our well-established technology driven world of commerce. How could it be that the U.S. government could not put up a functioning website to support applications and enrollment...
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC, director and head of qualified plan marketing for the Business Resource Center for Advanced Markets of the Guardian Life Insurance Company, will conduct the free Webinar, "Fully Insured Plans," on September 18 at noon Eastern...
The millennial generation, so far, is spending money differently than previous generations, preferring to throw cash at new experiences and adventures and to reward socially responsible companies that they can connect with and that they deem as authentic.
You deliver good service and help people reach their goals. Your clients are loyal and you receive a referral every once in a while. Great. But if people aren't talking about your business and sharing with friends the value your firm brings, then something is missing. If...
When it comes to helpful tools for clients, what advisors are using and how they are being used varies considerably from channel to channel. A new study by Practical Perspectives examines how financial advisors use client-approved resources, specifically examining client-approved...
The research and advisory firm Celent has released a new report cautioning wealth management professionals to be careful about using personal information, recent location and analytical data in their communications with clients that could strike them as "creepy."
A pair of Certified Public Accountants has filed suit against the Internal Revenue Service and the Treasury Department in an effort to stop the government from imposing fees on tax preparers (Preparer Tax Identification Number) and to recover...
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