From IRIS
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Summary: Organizations produce or distribute products and services; marketers are given the challenge of creating demand for what is pumped out of the manufacturing process or handed to them from suppliers.
From Financial Planning
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Summary: Clients can enhance their financial prospects this year by creating multiple income streams, according to this article on CNBC. One strategy is to get a part-time job via the gig economy. Self-employed workers will have to report their income and pay taxes, and should prepare for retirement by investing in tax-advantaged accounts, such as a SEP, Simple IRA or a solo 401(k).
From OnWallStreet
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Summary: In general, financial planners do not have the best reputation. I should know — I’ve been working in the industry for the past 20 years. I have been to cocktail parties where people walk away the moment they hear that I’m a financial advisor. But why? And what should we do about it?
From TD Ameritrade Institutional
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Summary: The breakaway broker trend is real and only getting more so, according to the latest research from TD Ameritrade Institutional, which Monday morning released its 2017 Breakaway to Independence Survey.
From LifeHealth
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Summary: The RIA industry is coming up short in its effort to attract next-generation talent, as older recruitment models struggle to relate to today’s younger prospects. Part of the challenge is our growing diversity across all societal demographics.
