Planning and Advice

Are you a CE slacker?

People often attend events just to get CE credits or because they’re obligated to go. Why? Holmes-Winton suggests that session creators focus on providing credits rather than qualify or content.

|June 29, 2012

2 min read

Young clients get the deepest discounts

If you have young clients in your book, you’re not charging them enough. So finds a study by PriceMetrix, released today.

By Staff |June 28, 2012

2 min read

Lunchtime Takeaway: Explaining fund fees

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |June 28, 2012

1 min read

Advisors must help clients plan their deaths

As our population ages, baby boomers—your clients—will be deciding on final steps for their parents, and soon enough for themselves.

By Melissa Shin |June 28, 2012

6 min read