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Archive for the ‘The Science of Advising’ Category


Avoid the Woulda, Shoulda, Coulda syndrome where the DOL Fiduciary Rule is concerned

DOL Fiduciary Rule

Those advisors who were waiting for clarity on the implementation deadline of the DOL Fiduciary Rule now have it: June 9, 2017. We urge advisors to start now and make sure the Four Pillars of Sustainability are firmly cemented in their practice.

May 30, 2017 Categories: The Science of Advising
Cost vs value of an advisor

2017 Value of a fiduciary advisor: more than 4%

The results are in: The value of an advisor is more than triple the typical fee advisors charge for advisory accounts.

Mar 21, 2017 Categories: The Science of Advising
Sand running through the bulbs of an hourglass

DOL rule not delayed after all

Confused about the DOL fiduciary rule implementation deadline? We’ve got you covered in this update (as of Feb 7, 2017).

Feb 7, 2017 Categories: The Science of Advising
DOL preparedness, now or later

In an uncertain DOL environment, a potential implementation path for advisors

As the DOL fiduciary rule’s April 2017 implementation deadline looms (recent attempts to delay it notwithstanding), make sure you’re prioritizing your time and energy appropriately.

Jan 17, 2017 Categories: The Science of Advising

AmygDOLa – How are you wired to react to the looming DOL rule threat?

The DOL rule’s looming implementation deadlines are triggering survival instincts among many advisors. That instinctive reaction will dictate who will succeed in shifting with the advisory curve.

Oct 18, 2016 Categories: The Science of Advising
Ages and stages of workflow

The ages and stages of workflows

Documenting workflows isn’t for the faint of heart. But it is essential for advisors who are serious about creating a sustainable business.

Jul 7, 2016 Categories: The Science of Advising

Why is the DOL doing this?

As the implications of the DOL’s fiduciary standards rule begins to sink in, many advisors are wondering “What motivated the DOL to do this?”

Jun 21, 2016 Categories: The Science of Advising
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