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Posts Tagged ‘financial advisor efficiency’


Wholesaler alpha: Why you should demand above-benchmark value from your wholesaler.

Wholesaler alpha

There’s a lot of chatter about the value of advisors. But, what about the value of wholesalers? How do you know which wholesalers are delivering maximum value?

October 3, 2017 Categories: The Art of Advising
Future model

A model for the future: How model portfolios may increase satisfaction and generate net new assets

Advisors, investors and home offices could stand to gain from using model portfolios. Mark Spina explains in this post.

Sep 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
Millennials are the future.
Engage them now.

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