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April 12, 2016
Insights on the DOL Fiduciary Rule

By Heather Hooper

After six years of proposals and over 40 years since an actual change, the Department of Labor’s new fiduciary rule is finally here. While we work to schedule a more in-depth webinar on the 1,000... Read more

Practice Management

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April 5, 2016
Starting to Slip

By Heather Hooper

Have you ever had a conversation with someone who repeatedly asks you the same question or who tells you a story they just told you a few minutes earlier? Most of us have. Common as it is, it can... Read more

Practice Management

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February 9, 2016
“The Talk”

By Heather Hooper

Are your clients prepared to have “the talk” with their kids? No, I’m not talking about the birds and the bees — I’m talking about encouraging your clients to kick-start an honest conversation wi... Read more

Practice Management

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February 2, 2016
Are You Prepared for the New Fiduciary Standards?

By Heather Hooper

After years of intense debate, on January 28 the Department of Labor (DOL) advanced its conflict-of-interest fiduciary regulations to the Office of Management and Budget (OMB) for final review. &... Read more

Practice Management

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July 29, 2015
Your Clients are Someone Else’s Prospects

By Heather Hooper

Knock, knock. Who’s there? Someone soliciting your plan sponsor clients… For advisors with current retirement plan relationships on the books, regardless of the providers you’ve chosen to use, co... Read more

Retirement

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June 5, 2014
Ready for Her-tirement?

By Heather Hooper

With respect to retirement readiness, it is not uncommon to read articles that focus on the lack of confidence more women feel than men as it relates to their ability to retire with comfort and d... Read more

Retirement

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