Change? Yes, It’s Inevitable!
How many times have we heard that before? Sometimes it’s welcomed, sometimes feared, oftentimes abhorred. But by now, we all know it’s a fact of life and of the financial services industry. Last year we introd...
This Month’s Contest: WORDS IN COMMON
What do the following words have in common?
Boycott
Cardigan
Chauvinism
Decibel
Dunce
Fuchsia
Leotard
Saxophone
Silhouette
Please e-mail your...
If you are a promotional machine on social networks, you are driving your connections away. If you are sharing irrelevant content, your connections are becoming numb to your message. Both are damaging your social relationships.
The righ...
Just when the industry thought it didn’t have to worry about the DOL, the agency has made it clear that its fiduciary standard is imminent. For registered reps and RIAs alike, it could change the game.
The mass affluent aren’t worth a planner’s time, right? New technology is upending that assumption and opening up entire new markets to forward-thinking advisors.
How to avoid getting into the “Social Media Hall of Shame?” Keep your social media presence alive, active and consistent. It tells clients you can stick to a plan.
During the past decade, many equity index funds delivered solid results. Seeing that strong record, some investors are concluding that what works with stocks can also succeed in bond markets. But passive funds have lagged active managers in a ...
