Managing a Practice

Managing a Practice

Managing a Practice covers the ways that advisors can profitably and successfully run their businesses. It includes practical topics like business systems, advisor fees and client services, as well as professional development and growth strategies. Also covered are overall industry trends and ethics and compliance, as well the various service providers and vendors that advisors partner with to build, grow and manage their practices.

RLC, AccessPoint HSA Team on HSA Designation

The Retirement Literacy Center (RLC), distributor of products and services for the Retirement Learning Center and Continuing Education, has signed an agreement with AccessPoint HSA to distribute online, self-study training for health savings accounts (HSAs) that leads to acquiring the Certified Health Savings Adviser (CHSA®) designation.   Read More