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Your Business Can Fall A Lot Quicker That It Rose

One of the business philosophies I learned while working for third party administrator is ...

Some Broker-Dealers aren’t in a panic and there is one reason why

While people are predicting gloom and doom for broker-dealers when the new fiduciary rule ...

You can see it a mile away and do nothing

While my Professor from Stony Brook could see it a mile away, most of us couldn’t pr...

The Sadness That Is Artie Lange

Artie Lange should have had it all. He replaced Jackie “The Jokeman” Martling in 2001 ...

Interview: Sheree Tallerman, PlanPerfect Retirement

I keep on telling people that the retirement plan business is a relationship driven busine...

An ode to Micro League Baseball

Thanks to retro mini consoles and retro commercials, there is certainly a deep love of old...

State run MEPs: Why So Serious?

The Department of Labor (DOL) allowing individual states to run IRA programs and eventuall...

Need a new plan? You know where I’ll be on December 31st

I hate doing things at the last minute. I took and passed three different state bar exams ...

Advisers trim down list of recommended providers

According to the latest Cogent Reports study from Market Strategies International, financi...