Bernie Madoff

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  ‘Retirement planning’ is old and outdated: Elizabeth Jetton on change

  By John Sullivan  |  May 6, 2013

  At the FPA Retreat, a rapid-fire delivery of all the change that is here and will be coming, and how advisors should react.

• Morality play

  By Richard Hoe, ChFC, CLU, AEP  |  March 1, 2013

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  Would George and Honest Abe make it in today’s business world?

  By Joseph Calloway, JoAnn Calloway  |  February 18, 2013

  In honor of Presidents’ Day, I challenge you to rediscover the career-boosting virtues of honesty.

• Prosecutors: Madoff fraud started in 1970s

  By Staff Writer  |  October 2, 2012

  Federal prosecutors filed additional charges Monday against five former employees of Bernie Madoff, saying that his massive scheme to defraud investors started in the 1970s.

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  April Fools

  By Richard Hoe  |  April 5, 2012

  Why April Fool's Day serves as a reminder for financial advisors to lighten up occasionally.

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  LTCI Watch: The Accidental LTC HMO

  By Allison Bell  |  March 26, 2012

  Facility-based long-term care arrangements might be a good thing, but let's consult with the actuaries.

• Upside Down

  By Richard Hoe, ChFC, CLU, AEP  |  March 1, 2012

  Suppose that everything you know about planning is wrong, incorrect, not helpful to customers and, indeed, upside down. What then?

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  Your Mission Begins with a Statement

  By Thomas K. Brueckner  |  February 8, 2012

  A mission statement provides a goal you and your staff can attain.

• Reputation death, Part 3

  By Steven McCarty  |  February 1, 2012

  Even small misdeeds can harm your professional standing.

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  LTCI Watch: Cash Is Emperor

  By Allison Bell  |  January 6, 2012

  Just because people are wealthy doesn't mean that they have huge piles of cash sitting around.