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Raymond James sent notices to some of their advisors on Monday requiring them to give back fees they collected from selling a certain class of mutual fund in retirement accounts and charitable trusts...
Clients won’t compare your technology to your competitors. They’ll compare it to Amazon and Apple. The smoothest, most useful and intuitive online experience wins.
Failure differs from risk, mistake, error, set-back, screw-up, defeat and the countless other names we have for adverse events. For this article, I define failure as an outcome that falls significantly short of client expectations. By this defini...
How about a little nighttime reading? | Copyright Alex Wong, Getty Images
President Barack Obama wants to save the middle class, but just who are the people he's recommending receive a tax cut in his budget proposal? According to CNN Money...
