The Client: Finding and winning new clients
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August 15, 2018America’s Youths are Unrealistically Optimistic About FinancesMajority of those ages 16 to 25 think they’ll fare better than their parents but have little savings and plenty of debt, Charles Schwab finds.
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August 14, 2018Why Many Women Don’t Know They Want to be Financial AdvisorsCommentators point to a reputation problem for the industry and gender biases in workplace practices.Last Comment: August 14, 2018
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August 14, 2018Why Healthcare Planning is Becoming a Critical USP (and How to Painlessly Offer it)Anticipating healthcare needs, adequate budgeting and partnering with health planning experts can all help advisors bring additional value.No Comments
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August 13, 2018UBS and Morgan Stanley Shed Reps to RivalsA UBS team managing over $750 million jumped ship to JPMorgan, while a $150 million family team of advisors left Morgan Stanley for Raymond James.No Comments
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August 13, 2018Protecting Assets Trumps Profits for Majority of Investors, Cerulli FindsSeventy-five percent of investors prefer downside protection to beating benchmarks.Last Comment: August 14, 2018
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August 10, 2018What about a House Call?Don’t dismiss traditional forms of selling.Last Comment: August 10, 2018
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August 10, 2018Woodbury Nabs Practices from Kestra and NEXTThe two Colorado-based wealth management firms manage $378 million.No Comments
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August 10, 2018Average American Will Pay $369,000 in Banking and Investing Fees, Study FindsAssuming a 6% return on investment, those fees, if invested, would yield $1.1 million.Last Comment: August 10, 2018
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August 10, 2018FAs Are Opening Fewer Accounts in 2018, Envestnet SaysThere are also higher redemption rates from existing accounts across the industry, CEO says.No Comments
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August 10, 2018Raymond James Scores Another Wells Fargo FA TeamThe duo managed $462 million.No Comments
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