From Financial Advisor
0 visitor like this article | Viewed 3155 times | 0 comment
Summary: As children, we were taught to always tell the truth. Today, we’re expected to adhere to this guiding principle in our daily lives and in business. But what about when it comes to marketing?
From InvestmentNews
0 visitor like this article | Viewed 3549 times | 0 comment
Summary: Salesforce, the San Francisco-based client relationship management software provider, has added a suite of compliance features to assist advisers in satisfying the requirements of the Department of Labor's fiduciary rule.
From Think Advisor
0 visitor like this article | Viewed 3174 times | 0 comment
Summary: Financial firms that want to offer a better digital experience to their clients should look outside the financial services industry, according to Corporate Insight.
From Financial Planning
1 visitor like this article | Viewed 2622 times | 0 comment
Summary: Our earlier summer reading list was such a hit, a sequel was a must. Here are more suggestions from wealth management executives and industry experts that advisers should not miss. These books will help planners buttress their practices and client strategies, while satisfying their literary appetite.
From Financial Advisor IQ
0 visitor like this article | Viewed 3182 times | 0 comment
Summary: Your relationship with your client and 1960’s movie character Cool Hand Luke could have more in common than you think. If there’s any hint of a disconnect, you’ve probably got a “failure to communicate”.
