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Management lessons learned from HealthCare.gov launch

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...

source: By Mike Wokasch
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As we continue to fine tune our reach to diversified professionals, we would like to focus in on those whom we are calling New in the Profession. Specifically, we want to hear from anyone who has been in financial services no...

source: FSP

On April 23, from 12-1 p.m., Harold Evensky, CFP, AIF, will present an FSP Webinar in which attendees will learn: How and why behavioral errors lead clients astray in making investment decisions; How to use framing techniques to mitigate client behavioral errors; and How...

source: FSP

Online advisors won't kill the financial advisory industry — but small and medium-sized RIAs may be left for roadkill if they don’t integrate an online model with their personal service offerings. That’s one of the...

source: Financial Planning

LinkedIn has become one of the most widely accepted social media platforms among broker-dealers, RIA’s and insurance professionals. As the main virtual business hub for information on professionals, LinkedIn presents an incredible opportunity for financial planning...

source: On Wall Street

IRA guru Ed Slott is warning advisors to notify their clients of the recent tax court ruling that says IRA holders can do only one IRA-to-IRA rollover per year, which runs counter to the IRS interpretation of the tax code. The recommended...

source: ThinkAdvisor

Just 10 states accounted for more than 80 percent of the 3 million Medicaid enrollees who’ve signed up under the Patient Protection and Affordable Care Act this year, according to fresh analysis. Consulting firm Avalere Health analyzed government numbers, finding a...

source: BenefitsPro


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