What do your accounts really think about you? Here’s the view from one client, Barak Kassar, a 50-year-old co-owner with his wife Kristin Wiederholt of a San Francisco–based marketing communications firm.
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Motif, the online broker that offers thematic investing, is launching Motif BLUE, a subscription service it describes as “Spotify meets investing.” For $5 per month, investors can do unlimited trading with one of Motif’s baskets of securities...
Planning professionals need to master the skill of communicating the tax savings from a planning technique in a manner that a potential client can quickly and easily understand. This is particularly true when dealing with charitable giving...
The rich are still getting richer. | Copyright Graeme Robertson, Getty Images
The rate at which global financial assets increased in 2015 slowed to 4.9 percent, nearly half of the rate of the previous three years, according to the seventh edit...
Most financial professionals we know don’t ask for feedback. Why? They’re afraid of what they might hear or they assume they won’t receive honest feedback anyway. ...
Most financial professionals we know don’t ask for feedback. Why? Maybe they’re afraid of what they might hear or they simply don’t think to ask. Truthful and constructive feedback can be a gift. The right feedback...
A calling card for most advisors is their experience. Check out advisor bios on the web and years of experience is front and center. We can all agree that we would rather work with an experienced advisor rather than a rookie. However...
