Practice Management
LATEST
Alphabet Soup: Navigating Financial Professional Designations
FINRA lists over 200 professional designations and 10 accredited designations used by the financial representatives it oversees. They cover nearly all manner of specializations, from retirement income management and divorce planning to money coach and business exit planning.
The Future Series
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Robots in the Office
The robot revolution in the office will not be about robots existing separately from the worker, like it is in the case of manufacturing; instead, robots will mostly exist side-by-side with office workers to help them become more productive employees.
Markets and Investments
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The Tontine Retirement Income Solution
Tontine is an investment in which individuals pool their money and from which each receives income for as long as they live, with the payout entitlements of deceased participants accruing to the surviving participants.
Work/Life Balance
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Eight Tips on Conducting an Effective Annual Performance Review
Managers find annual reviews to be time-consuming, while employees often see them as inaccurate and biased. Here are eight tips for conducting an effective annual performance review.
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