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Financial Advisor
May 2011
Daniel Bernstein |
The Goldilocks Dilemma The greatest problem with client agreements today is the shortcut approach too many advisors take.   |
PHONE+
December 30, 2009
Liu & Crowe |
Contracts: What Are the Basic Components of an Agent Agreement? A well-drafted agreement will define the rights and responsibilities of the parties involved, so as to minimize the risks that come from uncertainty and misunderstandings. |
Commercial Investment Real Estate
Sep/Oct 2015
Mike Newhouse |
Splitting Fees It's agent vs. agent when it comes to commission disputes. |
The Motley Fool
April 13, 2005 |
How to Buy a House Don't make common, but costly, mistakes. |
The Motley Fool
November 23, 2004 |
The Scoop on Buyer Brokers When buying a home, hire someone who works for you. |
National Defense
February 2004
James McAleese |
Safe Harbors of Ethical Conduct Needed in Defense Procurement In light of a recent series of isolated, highly controversial public scandals with respect to several major defense acquisition programs, it is important to create "safe harbors" of conduct so that both government and contractor personnel can work as a cohesive team . |
National Defense
February 2009
David H. Laufman |
Mandatory Disclosure Regime Raises Stakes for Contractors A new regulatory enforcement regime has now commenced that underscores the Department of Justice's aggressive approach to procurement fraud and dramatically increases the compliance and disclosure obligations of defense contractors. |
PHONE+
January 19, 2010
Craig Dingwall |
Evergreen Clauses: Are They Enforceable? Evergreen clauses ensure agents a continuing commission payment for the life of the customer. It seems like a good idea, but are they enforceable? That depends on the contract. |
Job Journal
December 2, 2007
Natalie Ostrom |
The Rise of Free Agents Free agents -- also known as independent contractors and consultants -- can expect a promising future as more companies switch to hiring workers on an as-needed basis. |
Investment Advisor
April 2007
Thomas D. Giachetti |
First, Hold On to Your Clients Before selling your investment advisory firm, make sure restrictive covenants are in place. |
National Defense
May 2008
Moorhouse & Connolly |
Contractors' Conflicts of Interest Under Scrutiny Contractors may soon be required to police their employees' personal conflicts of interest. |
BusinessWeek
November 29, 2004
Suzanne Woolley |
Insurance: Take A Good, Hard Look Here's how the Spitzer investigations of the industry could affect you and how to handle insurance-related issues. |
The Motley Fool
February 8, 2007
Selena Maranjian |
Selecting a Listing Agent You're ready to sell your home. Your first task is to choose a real estate agent. |
National Defense
July 2015
Terry L. Elling |
How to Recruit Government Workers For many government contractors, current and former government employees -- including military service members -- comprise an experienced and valued source of talent. |
| PHONE+ |
Back to Basics: Channel Partners Fact Book 2011 An editorial regarding the inspiration and intention of the Channel Partners Fact Book guide for telephony agents. |
Financial Planning
April 1, 2006
Laurie Lennox |
Know Your Team To be successful in the high-net-worth market, financial advisers must know their limitations and establish alliances with a network of qualified professionals to address client needs outside the expertise or abilities of the "quarterback." |
Financial Advisor
November 2003
Leola Ross |
Why High Hedge Fund Fees Are Justified The relatively high fees charged for hedge funds may cause some of your clients to have second thoughts about investing in them. Here's why it can be worth paying the price for truly active management. |
PHONE+
February 17, 2010
Neil S. Ende |
The Danger of Termination Clauses in Agent Agreements Most carrier agency agreements have been unclear at best and one-sided and oppressive at worst. |
National Defense
November 2007
Hickey & Connolly |
Ethical Lapses Provide Valuable Training Tool A recently proposed amendment to the Federal Acquisition Regulations would call upon all government contractors to have a written code of ethics and business conduct. |
National Defense
April 2011
D'Agostino & Goodwin |
Lessons Learned From Latest Ethics Violation The Defense Department's inspector general's office in January reported instances of noncompliance with the Federal Acquisition Regulation, and recommended remedial action to improve the Army Logistics Civil Augmentation Program IV support contract. |
The Motley Fool
September 14, 2006
Dan Caplinger |
The Definition of Independence For a small-business owner, hiring an employee is a big step. Ignoring the rules classifying employees can be a costly tax mistake for your business. |
PHONE+
December 30, 2009
Sievers & Henderson |
Compensation: How Is an Agent Paid? For an agent, the conventional boss/employee relationship and the regular paycheck fall by the wayside to make room for more sophisticated, and sometimes complicated, monetary arrangements. |
PHONE+
January 26, 2010 |
Ethical Dilemmas in the Channel, Part 2 Should agents share commissions with customers? |
National Defense
June 2006
D'Agostino & Hickey |
Career Transitions, Conflicts of Interest Employees by the thousands transition from military and civilian government service to the private sector. These employees and the companies recruiting and employing them must know the ethical rules applying to the different phases of this transition. |
The Motley Fool
January 31, 2005 |
Working With Real Estate Agents Approach the relationship sensibly, and you'll both be happier. |
National Defense
July 2007
Manik K. Rath |
Mergers, Acquisitions Call for Added Scrutiny When acquiring or merging with any government contractor, reviewing ethics policies, compliance programs, and all recent voluntary disclosures will provide a wealth of invaluable information. |
Financial Advisor
April 2006
Roy Diliberto |
The Three People I Met On Earth As financial advisors, there are people who we know have had a profound impact on our lives, and we should reflect on them from time to time. |
CRM
July 2013
Barton Goldenberg |
Happy Agents, Happy Customers Increased agent productivity leads to increased satisfaction. |
Chemistry World
July 14, 2011
Andy Extance |
UK Average Tuition Fees to Hit 8,393 Two-thirds of UK universities will charge the maximum allowed 9,000 annual tuition fee for at least one course from 2012, prompting wide-ranging concerns over students' ability to afford degrees. |
PHONE+
January 12, 2010 |
Can An Agent Survive on Referrals Alone? Referrals can be a great way of building a business and should be a part of any sales process, but a business will not be able to grow on referrals alone. |
National Defense
December 2005
Reeder & Hickey |
`Tis Once Again the Season To Be Jolly, but Wise It's that time when the Defense Department's Standards of Conduct Office issues guidance and emphasizes the rules governing partying and gift giving between contractors and their government customers. |
National Defense
April 2008
McGrath & Connolly |
New Rules For Federal Contracts Effective Dec. 24, 2007, the government-wide federal acquisition regulation (FAR) mandates a written code of ethics for almost all government contractors. |
Financial Planning
October 2, 2007
Jeff Auld |
Save 12b-1 Fees Independent reps and smaller clients will suffer if the SEC decides to cut this form of compensation. |
National Defense
September 2009
Laura Kennedy |
Tighter Rules For Conflicts Of Interest The new tighter controls on conflicts of interest are forcing defense contractors to become more vigilant to free their relationships from conflicts in all its forms. |
The Motley Fool
February 16, 2007
Dan Caplinger |
Have an Agent in Your Corner Buying a house is stressful enough without having to worry about whether you can trust the real estate agent you're working with. By using a dedicated buyers' agent, you can make sure your agent is working for you. |
PHONE+
December 30, 2009 |
Channel 101 -- PHONE+ Fact Book 2010 An updated primer of telecom industry basics. |
PHONE+
December 30, 2009
Khali Henderson |
What Are the Primary Agent Business Models? Descriptions of the several types of agents in the telecom industry. |
The Motley Fool
August 5, 2005 |
A Buyer Broker Can Help You Not all real estate brokers have your best interest at heart -- be choosy. |
National Defense
July 2006
Dorn C. McGrath |
What's Good for the Goose and the Gander Actual bad faith by government officials is relatively rare, but it happens, and making government officials accountable when it does occur is essential to the integrity of our procurement system. |
PHONE+
Michael Murphy |
Surviving Carrier Consolidation Consolidation definitely has its pros and cons. Your willingness to prepare yourself, diversify within the industry and maintain strong client and vendor relationships will help you succeed no matter how the landscape changes. |
Registered Rep.
March 1, 2005
Chris O'Leary |
The High Cost of Admission To justify their existence in client portfolios, funds of funds need to post double-digit returns in order to really experience some net (read: after-fee) gains. And 2004 didn't deliver on these promises. |
Entrepreneur
September 2004
Jane Easter Bahls |
Illicit Affairs? If you do business overseas, be certain your "administrative fees" aren't really illegal bribes. And because complying with the many overlapping laws is tricky, hire a lawyer with experience in international business. |
AskMen.com
May 6, 2002
Ash Karbasfrooshan |
Should You Be A Hired Gun? Ultimately, you must ask yourself how much you'd like to market yourself to gain business and accounts. If you are afraid to get on the phone, pitch to senior marketing and salespeople and show your value, then a pay-per-performance job is clearly not for you... |
Job Journal
August 13, 2006
Christina Clark |
Slipping Home Prices Put Premium on Quality Realtors The profession is attractive to many because of its ease to enter and potential for high earnings. And nationally, employment of real estate agents is expected to grow nine to seventeen percent through the year 2014. |
The Motley Fool
June 12, 2008
Dayana Yochim |
Are You Paying Your Pro the Wrong Way? How you pay for financial advice may matter more than how much you pay. |
PHONE+
December 30, 2009
Cara Sievers |
What Staff Does an Agent Need? The amount of staff needed is directly proportionate to the size of your book of business. |
PHONE+
March 23, 2010 |
Do Agents Have a Chance Fighting Mass Terminations from Carriers? Telecom experts off their opinions on how agents might be able to deal with carrier downsizing. |
National Defense
August 2005
Moorhouse & Hickey |
Contractor-Sponsored Events: Navigating Through the Rules For contractor-sponsored events that involve federal employees, the following considerations should be examined by federal contractors and their government customers. |
AskMen.com
Terence Channon |
Business Start-Up Costs Starting your own business can be an exciting undertaking, but it can also be an expensive one. |
The Motley Fool
December 15, 2004
Selena Maranjian |
How to Pick a Credit Card Look at more than just the interest rate when choosing a card. |
