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  • December 27, 2016
    How are Your Clients Feeling About the New Year?

    With recent new highs in the stock market, a more clearly assertive Fed, and a breathtaking change of the political guard on the national scene in the year just ahead, we’d like to know how your clients are feeling about 2017.

    No Comments
  • December 20, 2016
    On Average, How Did Your Client Portfolios Do in 2016?

    With high market volatility earlier in the year and geopolitical surprises throughout 2016, on aggregate, did you grow your clients' portfolios in 2016?

    Last Comment: December 20, 2016
    1 Comment
  • December 13, 2016
    Are the Holidays a Good Time to Engage Clients?

    How much contact should you have with your clients during the holiday season?

    No Comments
  • December 6, 2016
    What's the Focus For End-Of-Year Client Talks?

    In end-of-year discussions with your clients, what will you be emphasizing?

    No Comments
  • November 29, 2016
    What Will the Investment Outlook be Under President Trump?

    Trump is simultaneously seemingly pro-business and looking out for the little guy. While those two things are not necessarily mutually exclusive, how they will play out in policy is yet to be seen. So what will the economic environment and prospects for investing be like under President Trump?

    No Comments
  • November 22, 2016
    What Will You Tell Clients About Bonds in Trump's America?

    Anticipation of greater government infrastructure spending, creeping inflation and rising rates are signaling to many investors that the 30-plus-year bull market for bonds is about done. In conversations with clients, do you plan to:

    No Comments
  • November 15, 2016
    What Will Happen to the DOL's Fiduciary Rule Under Trump?

    President-elect Donald Trump's campaign vowed to overturn the Department of Labor's new fiduciary rule, which is due for implementation in April 2017. But will the rule be watered down, or even repealed? In the comments section tell us what you think he should do with the rule.

    No Comments
  • November 8, 2016
    Who Gets Your Vote to be the Next President?

    Election Day is here. Who will you be voting for to become the next president of the United States?

    No Comments
  • November 1, 2016
    Is Wells Fargo's Retail Banking Scandal Hurting its FAs?

    In September, Wells Fargo was fined $190 million following revelations that thousands of its retail branch employees opened two million fake credit and deposit accounts without the customers’ knowledge under a cross-selling culture allegedly run amok. Has this retail banking scandal hurt the institution's in-house and network financial advisory businesses?

    No Comments
  • October 25, 2016
    What's your Biggest Cybersecurity Fear?

    New research from the Financial Planning Association shows that 81% of advisors consider cybersecurity a high priority, but many don't understand the risks or how to neutralize threats. Meantime, your employees, not your tech, might be your biggest problem. So what concerns you most?

    No Comments
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