DOL gives green light to 401ks to invest in private equity. BIG FREAKING WHOOP.

Subscribe: Email | RSS

This was a dumb move on the part of the DOL, but it does create an opportunity for financial advisors with a strategic marketing eye.

Any questions? Send 'em in!

Podcast

Those who want to get new business in a crisis should seek

April 7, 2020

Podcast

April 3, 2020

Podcast

Financial advisors who are prospecting for new clients in a crisis should

April 2, 2020

Podcast

I read a fabulous article by Steve Garmhausen of Barron’s Advisor. It

March 30, 2020

Podcast

How does a financial advisor get new clients during the coronavirus? Here

March 27, 2020