Do you know what your clients think of you? Probably not. So, we’re talking to some clients to get a firsthand glimpse of what’s really on their minds.
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A large percentage of retail investors still view financial advisors as merely asset managers—consultants whose sole objective is to “pick winners” and generate investment returns for their clients...
You’ve worked hard to get a prospect in your office. You’ve gathered the appropriate documents, assessed their situation, and discussed your recommendations. Everything seems to be headed in the right direction, but the...
Have you ever seriously worried about having to live on the streets? Interestingly, that is one of the most common fears of a widow, even if she has more money than she’s ever had due to insurance proceeds. ...
A recent Wells Fargo survey indicates millennials are fearful about their ability to save enough for retirement, and more than half believe they will never be able to accumulate $1 million over their working lifetimes...
Eric Clarke, CEO of Orion Advisor Services, believes that financial advisors are doing a disservice to their clients by missing out on a critical opportunity to demonstrate value. How? By avoiding the “performance talk.”
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What goes up... | Copyright Daniel Berehulak, Getty Images
As traders look to profit from the increased turbulence in the markets this year, there has been a resurgence in volatility exchange traded products. According to a new report from TAB...