The word “trust” is used all the time in the private wealth management world. While there are numerous academic studies on the issue, Patricia Angus has found a simple rule of thumb that helps her identify someone who might be trustworthy.
The hustle and bustle of business commerce has made graciousness an afterthought. Instead we rush from meeting to meeting and dismiss anything that doesn’t produce immediate gratification – that doesn’t add to the bottom-line. So, how does an advisor practice the art of being gracious? Here are a few tips....More
Moore’s Law is a mathematical principle devised in the 1960s that states the number of transistors on integrated circuit boards doubles every 18 months—meaning the processing power grows exponentially. This simple principle has held true for the computer hardware industry over the past fifty years!...More
Keeping clients on track during
one-on-one strategy sessions is often a tricky balancing act. It
requires planners to acknowledge the deep emotions that are
usually attached to the financial lives of their clients....More
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 ..
Wunderlich Securities, Janney Montgomery Scott, Rothschild and Schechter Wealth Management boosted their ranks recently with fresh recruits, while others like Chase and NFP promoted executives from within to take on new responsibilities....More
Federal and state prosecutors, as well as several New York law firms, have put the screws to advisors this week. Back in the U.S., a former stockbroker who fled prosecution for a pump-and-dump scheme was hit with a 7-year jail sentence this week, while FINRA and Massachusetts levied multi-million fines against some of the biggest independent broker-dealers....More