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Tag Archive for: Managing your practice

Posts

5 ways the new Department of Labor rule is a positive for the annuity industry

November 10, 2016
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As many in the annuity industry continue to lament the coming…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-11-10 07:47:302016-11-10 07:47:305 ways the new Department of Labor rule is a positive for the annuity industry

A fiduciary-rule lawsuit fails

November 7, 2016
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A fiduciary-rule lawsuit fails. A federal judge rejected a request…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-11-07 07:47:162016-11-07 07:47:16A fiduciary-rule lawsuit fails

Social Security spousal benefits? More than half of people don’t know they have them

November 3, 2016
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While many are woefully uninformed about the mechanics of Social…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-11-03 11:04:382016-11-03 11:04:38Social Security spousal benefits? More than half of people don’t know they have them

RIA Scrutiny Intensifies

October 25, 2016
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By Michael Wursthorn - WSJ RIAs under the microscope.  In response…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-10-25 08:16:042016-10-25 08:16:04RIA Scrutiny Intensifies

6 Tips to Stop Worrying About Retirement

October 20, 2016
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If you’re getting close to age 65, and you’re worried about…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-10-20 13:37:002016-10-20 13:37:006 Tips to Stop Worrying About Retirement

October 12, 2016 American National – American National Introduces Signature GUL with ROP

October 13, 2016
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Recorded webinar: American National      …
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-10-13 10:17:062016-10-13 10:17:06October 12, 2016 American National – American National Introduces Signature GUL with ROP

5 debt and saving tips for 20-somethings

October 13, 2016
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Obtaining financial independence is a rite of passage for 20-somethings.…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-10-13 09:14:572016-10-13 09:14:575 debt and saving tips for 20-somethings

Merrill Lynch eliminates commission IRA business in response to DOL fiduciary rule

October 7, 2016
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The wirehouse is the first major firm to announce concrete plans…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-10-07 08:20:552016-10-07 08:20:55Merrill Lynch eliminates commission IRA business in response to DOL fiduciary rule

In the Loop – October 5, 2016

October 5, 2016
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In the Loop Newsletter October 5, 2016: Upcoming Webinar, Carrier…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-10-05 09:39:292016-10-05 09:39:29In the Loop – October 5, 2016

Wealth Adviser Daily Briefing: Fiduciary Consequences

September 29, 2016
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Wealth Adviser Daily Briefing: Fiduciary Consequences By Michael…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-09-29 08:55:532016-09-29 08:55:53Wealth Adviser Daily Briefing: Fiduciary Consequences
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