Tag: Business model

401(k) Sales Champion Book Updated

The third edition of the book 401(k) Sales Champion, A Guide For Financial Advisors To Acquire And Retain 401(k) Plans will be released July 1, 2011

SEC Report Leaves Unanswered Questions

The Securities and Exchange Commission’s (SEC) anticipated report, “Study on Investment Advisers and Broker-Dealers,” came out late Friday, and by Monday morning, predictions for the future of the industry were anyone’s guess.