The Process of Elimination
By Bob Clark, Bob ClarkAfter thinking more about the two reregulation bills working their way through Congress, it occurs to me that there is a faint silver lining on...
December 01, 2009
Catching Up With...Gary GallagherGary Gallagher jokes that while he recently was given a new title that's longer than the old one he held at LPL Financial, "that doesn't...
December 01, 2009
Commonwealth Financial & Advisors Give, GrowFor its recent national conference in Orlando, Fla., 60-plus Commonwealth Financial Network advisors and staff built townhomes in cooperation with Habitat for Humanity for...
December 01, 2009
Schwab Ups the Ante on ETFsSchwab Investment Management Services announced November 2 that it is launching its own lineup of Schwab-branded ETFs that feature very low expense ratios and which...
November 30, 2009
A Process for Improving Your Practice Through New IdeasThe difference between our degree of success and failure may be found in our ability to incorporate new idea into our practices. Many times, however,...
November 23, 2009
Why I'm Using Client Questionnaires on P&C CoverageIn a recent post I discussed how financial planners should consider looking into a client's property and casualty insurance coverage. From the comments made on...
November 20, 2009
Advisors Attracted to Independent ModelSchwab survey says majority of advisors find prospect attractive.