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Commentary: Technology is easily duplicated. Even for those who excel at it, technology is not their greatest asset. Brand, marketing and service model make a company.
April 17
The Brokers Broker -
Commentary: In the popular Netflix series, the main character schemes his way to the pinnacle of power in Washington. Despite his despicable character, viewers cheering him along. But why? Columnist Nelson Griswold suggests a reason that is relevant to your business practice.
April 16
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Commentary: Both fiduciary and non-fiduciary advocates are likely to find some language that appeases them in the Labor Department's new Proposed Rule to greatly expand the application of fiduciary duties to those who provide investment advice to most qualified retirement plans and IRA accounts but both sides will also find language which causes much concern.
April 15
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Commentary: ERISA lawyer shares 9 initial reactions to the Department of Labors proposed fiduciary definition rule, including how the proposal differs from the DOLs 2010 effort.
April 15
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Commentary: Administration's headline on fee disclosure speaks for itself, but meanwhile, keep an eye on two more decisions on adviser fee disclosures that are on the horizon, says EBA Advisory Board member Jerry Kalish.
April 15
National Benefit Services, Inc. -
Commentary: If you cant articulate your marketing position clearly in two or three sentences, value-conscious prospects and clients certainly are not going to take the time to figure it out, says columnist Jack Kwicien.
April 13
Daymark Advisors -
Committees and plan sponsors alike have discussed ways to improve their investment menus over the last several years as a way to help drive successful retirement outcomes for employees. Regulatory changes, market instability and large numbers of investment options have led plan sponsors to devote more attention to their plans investment menus. What steps can committees take to help the problem that has plagued so many participants over the years?
April 13
LHD Retirement -
Commentary: Additional benefits or coverages that adapt to an employers needs can create a niche offering that often can help employers think holistically about their employees financial future, says The Standards Breanna Scott.
April 7
The Standard -
Commentary: The quality of writing that appears on a brokerages website, newsletters and even social media needs to improve to represent the industry in a more client-centric, modern and sophisticated way, says Wendy Keneipp.
April 7
Q4intelligence -
Commentary: Our minds tell us were on the right track, that weve got a winner. Unfortunately, we dont even know weve been tricked and it all results in costly and embarrassing missed opportunities, says sales expert John Graham.
April 6
GrahamComm