Practice

YOU need a social media strategy, not your business

In the late 1990s, legendary management consultant Tom Peters had a prescient idea. No longer would business be dominated by established mega-brands. The future would be dominated, trumpeted Peters, by The Brand Called You.

By Jay Palter |January 26, 2011

2 min read

Industry

Advisors make the CFP grade

According to the results of the first ever Financial Planning Examination, financial advisors really know their stuff. Of the 455 advisors who wrote the Level 1 exam, 346 passed (76%).

By John Powell |January 25, 2011

1 min read

Industry

Fee vs. commission not clear cut

Establishing the compensation model for services rendered amounts to one of the most difficult decisions for members of any profession and normally flows from client preferences, the professional’s needs and his or her perceptions of the market. The professional needs adequate compensation while the client may or may not grasp the value of services rendered. […]

By Al Emid |January 25, 2011

3 min read