Watch out for high-profile clients. If you make any missteps and they decide to wield their influence, it could really hurt. One financial advisor's tale.
Dallas: “I’ve read your book Elite Teams and thought it was full of useful information,” said Tim in a very complimentary tone. He then followed with his question, “I understand the importance of holding an annual retreat, but I’ve never held one...
Before I delve into the accounting loopholes used to prop 3rd-quarter earnings, I will start with pointing out the intimidating amount of choice for ETFs in the financial sector.
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Interested in finding new ways to diversify clients' portfolios, financial advisors appear to be ever-so-gingerly experimenting with alternative investments, new research by Rydex/SGI suggests. Their survey of more than 300 firms this year — 60...