One of the most challenging conversations for a financial advisor to have is getting a married couple to agree on a financial plan. Husband and wife may have very different views on risk, as well as spending and saving priorities.
One of the most challenging conversations for a financial advisor is getting a married couple to agree on a financial plan. Husband and wife may have very different views on risk, as well as spending and saving priorities.
After pulling through the financial crisis, smaller family offices in particular are taking a hard look at their future. And they are realizing that while they may not want to, nor have to, close up
shop, they also may not be able to thrive in a challenging environment of uncertain markets and more complicated regulations—unless they change something about the way they operate.
Hey I just quit my job as an assistant to an FA (long story...)
Was thinking of going into the insurance side, and then use it as a leverage to get in the training program of a canadian bank on the investment side.
I talked to insurance agents at my old firm, commission seem to be comparable and the market larger yet it seems the investment side attracts far more applicants.
So what made you choose insurance over invesment? Did anyone make the transition from insurance to getting investment-liscenced properly?...More
Sales called backbone for business. I am sales person in one MNC so i need app to manage my tasks, work details please share with me if you have any app for sales. My friend Linda suggest me about top ipad Sales Assailant App ( Coming soon ) and other another apps. If you have any suggestion please share with me ..
Perma bears are not seeing the big picture. Now is not the time to predict the economic apocalypse or “aftershocks," according to New Constructs' founder David Trainer. Investors need to beware of those selling doom and gloom....More