From InvestmentNews
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Summary: What advisers do best is help their clients with the uncertainties of their financial lives. This year has already brought more unpredictability to the table, and many Americans are wondering if they need to reassess their financial plans. Here are three topics that may be worrying your clients in 2018, and some ideas on how you can approach them..
From Financial Advisor IQ
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Summary: The stock market -- essentially flat for the year as of pre-open on Friday -- slumped again last week, this time on the U.S. president’s promise to stiffen tariffs on steel and aluminum imports.
From IRIS
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Summary: Top financial advisors almost always possess the same traits and skills. Not only do they have a great work ethic and a determination to succeed, but their interpersonal skills are second to none. In particular, elite advisors ooze charisma – a charisma which they use to influence people.
From InvestmentNews
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Summary: Adviser technology can be overwhelming. Which CRM system is the best? What about financial planning software? Portfolio rebalancing tools? Is it better to use a rebalancing tool, or to outsource that work to a third-party manager — or even a robo-adviser? Speaking of robos, how many other tasks can benefit from automation? Can any of this be offloaded onto Alexa?
From OnWallStreet
Added on March 2018 in Join an RIA
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Summary: The bank disclosed new federal scrutiny regarding possible sales misconduct within Wells Fargo's wealth management unit. The latest in a series of revelations could hobble the firm’s efforts to stem financial advisor attrition and recruit new talent.
