Is there a financial advisor who does not recommend that clients establish and maintain budgets? Yet surveys show that it’s not easy for clients to start new habits or break old ones. To encourage better budgeting, FAs need better statistics.
In compiling this list of 10 books of particular interest to finance professionals, there are some titles that couldn’t be ignored. But for the most part, we searched far afield to find lesser-known works that offer fresh comment on the mysteries of finance, leadership and customer service.
By making small adjustments in your approach to serving clients, identifying and rewarding employees, and creating a meaningful work environment, any advisory can reap at least some of the benefits of startup success. Here are seven startup practices that you can put to work in your business.
The top articles from the 2014 issues of the Investment Management Consultants Association® (IMCA®) Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing....More
Our capital market strategists share their vision on the economy, the equity markets, and the fixed-income markets. IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications....More
Economic decoupling remains a prominent theme around the globe as we head into 2015. The divergent paths
seen today are a consequence of how individual countries have dealt with credit imbalances that accumulated prior to the global financial crisis. Recovery prospects continue to hinge on the speed, breadth, and quality of these adjustments....More
When it comes to switching firms, advisors must plan their transition carefully. It requires thoughtful planning, a desire to run and grow your business, and unwavering dedication to do what is right for your clients....More
Research shows that while the average age of financial advisors has gone up, the percentage of advisors that don't have a succession plan in place has gone up as well. Why don't more advisors have a plan, and how can the industry better prepare for the future.
The U.S. corporate high yield market has grown from $250 billion to a $2.4 trillion industry. High yield has proven to be a solid asset class for investors, over time producing comparable returns to the S&P 500 with approximately half the volatility....More