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NEW YORK CITY — “I don’t mean to sound cynical, but this is New York and people don’t fall for B.S.,” Josh professed as he segued into his real question, “Let’s face it, we’re all just...
As an independent financial advisor, it’s sometimes easy to get tunnel vision and focus solely on the bottom line. It's your livelihood, so, naturally, you’ll want to devote a great deal of time and energy into strategizing about...
By understanding your exposure to these risks and taking steps to address them, you’ll be better able to protect your practice and your clients when the tide goes out.
Where shopping is a pleasure.
The investment industry could take a page from supermarkets and fast food chains when it comes to their customer experience. Supermarkets and fast food chains were rated the top two industries for customer experie...
With the DOL’s fiduciary rule on retirement advice now public, many financial advisors are taking a hard look at their businesses and determining the best way to adjust to the rule’s requirements. Advisors who own their firms should...
Wealth managers are maintaining only a tenuous grip on their client bases—and technology, or lack thereof, may be to blame.
A recent report by PricewaterhouseCoopers casts light on just how unsatisfied clients are, generally, with the advice t...
Age-based portfolios are growing in popularity among 529 college-savings plans. These portfolios operate similarly to target-date retirement funds in that they become less equity-heavy over time. But as a new Morningstar report points out, 80...