sales champ Heffernan Financial Services, a Member Firm of NRP John Prichard Sr. and Blake Thibault (San Francisco, CA)
fiduciary fitness Hidden in Plain Sight? The DoL sets its sights on disclosures from service providers
sales champ Longfellow Benefits, a Member Firm of NRP Kendall Storch, Phil LeBlanc, David Boucher, Andrew Hershenow, Adam Miloro (Boston, MA)
investment-oriented Measuring the Unmeasurable Nobody has figured out yet how best to benchmark managed accounts. How can you help clients in the meantime?
talking points Talking Points Tired of giving the same old presentations? Use these nuggets of information to spruce them up.