Month: May 2017

When Money Doesn’t Matter

Pop Quiz: what three things do you value most in this world?  It shouldn’t take long as whatever comes to mind first is probably your truest answer.  Common responses often include family, faith, friends or similar references.  Now think of the happiest moments in your life.  What memories...

Pay to Play or Go Home

As we get closer and closer to the applicability date of the fiduciary rule, the industry is starting to show its cards on how the rule will impact the landscape.  What’s still unclear is whether or not the rule will actually become applicable, see ACOSTA Getting Heat to...