Updated Thursday, July 24, 2014 as of 12:55 PM ET
Blogs - Sounding Off
Sound Off: Dirty Words?
by: Financial Planning Staff
Tuesday, April 1, 2014
Partner Insights

In the March issue, columnist Bob Veres cited seven "dirty words" that were hurting RIAs. Planning technology expert Bill Winterberg suggested the list was incomplete, commenting:

'Add "book of business" to that list!'

What do you think? Weigh in with your comments below.

(1) Comment
Add your comments here.
Posted by Larry B | Thursday, April 10 2014 at 4:08PM ET
Post a Comment
You must be registered to post a comment.
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.
2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here