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panic

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 goes into ...

mileaway

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 predict a Pr...

sadnessart

The Sadness That Is Artie Lange

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

sheree

Interview: Sheree Tallerman, PlanPerfect Retirement

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

microleague

An ode to Micro League Baseball

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

joker

State run MEPs: Why So Serious?

The Department of Labor (DOL) allowing individual states to run IRA programs and eventually, 401(k) ...

plan

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 in three s...

cutfat

Advisers trim down list of recommended providers

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

millennial

Communicating with Millennials on 401(k) Plans

Schwab conducted a survey where 61 percent of millennial women and 44 percent of millennial men feel...

phone

Good Marketing Can’t Mask Poor Customer Service

I’ve always been vocal about the need for a service provider to have good marketing if they re...