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Detroit—“I hear you loud and clear about socializing with clients and centers of influence during the holidays,” Linda said in a tone oozing of skepticism. “But how do you initiate a business conversation without coming across as salesy?” “Very...
The bad news: despite mounting financial concerns, only one-half of small business owners use a wealth manager or financial advisor, according to a recently released survey by Securian Financial Group...
A confluence of factors has shrunk the pool of potential recruits for wirehouse firms, and that means competition for the best advisors is fierce. Retention packages, the departure of some advisors for independent firms in recent years, and the...
During his long career, Vanguard Group founder John Bogle has often argued that most actively managed funds trail their benchmarks. In his book Common Sense on Mutual Funds, Bogle notes that 79 percent of active funds lagged the S&P 500 during the...
Financial advisors who custody and clear with Fidelity Investments’ National Financial expect their telephones to start ringing more often in the weeks and months ahead. Many of their clients will soon be able to access their accounts via...
