Tags » Financial Planners

Mr. Trump Sides With Wall Street; You Lose

If the Trump administration gets its way, an Obama-era rule to protect retirement savings will not be enforced until mid-2019, at the earliest.

Published: August 23, 2017 at 05:30AM… 71 more words


Wealth Advisers Set Up Shop With a Shared Back Office

Online technology lets independent advisers pose a direct threat to the old model of huddling with brokers in paneled offices in big brokerage houses.

Published: July 16, 2017 at 05:30AM… 73 more words


Before You Pay for Financial Advice, Read This Guide

Many people turn to financial advisers when they want to ease anxieties about a big money question. Here’s what to ask yourself when choosing a pro. 77 more words


Fee-Only with Future Flexibility: Sorting Out the Fiduciary Rule for Financial Advisors

Financial firms have been adjusting to a moving deadline for the so-called Fiduciary Rule for months. So there is a little irony involved when the first thing you notice on the U.S. 867 more words

Financial Advisors

The #1 Marketing Asset every Financial Advisor should Hold in the Portfolio

There were three times in life when my career almost brought me to a nervous breakdown. The first was my last semester at NYU Stern when my professor threatened to fail my thesis if I didn’t change the topic at the last minute. 672 more words

Financial Marketing

Bank of Canada Announcement

Good morning

As you know, your variable rate mortgage, line of credit and/or student loans are all based on the Prime Rate and here is your personal update from me on the recent Bank of Canada announcement on changes to their Overnight Rate which in most cases impacts your Prime Rate. 667 more words