0 visitor like this article | Viewed 2765 times | 0 comment
Summary: When we look at back at the biggest changes in our industry’s regulatory and legislative landscape in 2019, the headline items will no doubt be the SEC’s Regulation Best Interest and passage of the SECURE Act.
0 visitor like this article | Viewed 2882 times | 0 comment
Summary: Introversion is more common than most people think, researchers have found. Introverts are everywhere, even in people-focused careers like financial planning.
0 visitor like this article | Viewed 2815 times | 0 comment
Summary: It is the official season for gift giving. While some advisors have already sent out their gifts to beat the holiday shipping jam, others are still wondering what to choose. Advisor Ryan Hughes at Bull Oak Capital in San Diego is part of that gaggle searching for ways to show client appreciation in a timely and cost-effective manner.
0 visitor like this article | Viewed 2846 times | 0 comment
Summary: Allow me to ask you a question; if I shared with you the No. 1 social activity corresponding with new $1 million or greater clients coming into your business, would you be interested in hearing more details? My guess is that most of you would. After learning about this social activity, would you do it?
0 visitor like this article | Viewed 2942 times | 0 comment
Summary: Retirement plan record keepers are concerned about two looming data privacy issues that could have a big impact on their business.
