We’ve all seen the ads. The author, Ken Fishers, has done a terrific job of instilling fear and uncertainty into the minds of retirees and pre-retirees. And while his motives are more suspect with his investments in annuity companies, the question remains: Has he done them any favors?
This month’s Compliance Corner blog entry will focus on frequently asked questions we are receiving considering the June 9th implementation of DOL’s Fiduciary Rule, specifically at it relates to PTE 84-24 and…
Is customer service and our level of engagement with the client important to the success of a practice? On a recent vacation, a trip to Walt Disney World Resort, I learned first-hand…