0 visitor like this article | Viewed 3575 times | 0 comment
Summary: As planners, you are uniquely positioned to move peoples’ emotional stories with money from the horror genre to a genre that evokes more positive feelings. The way to do that is to help eradicate the stereotype of financial planners, embrace technology to help clients feel more comfortable, and to help clients see that life is full of problems and we need to anticipate and address them.
0 visitor like this article | Viewed 3949 times | 0 comment
Summary: Evident from changes in legislation, technology and customer expectations the traditional wealth management model is not sustainable to service today and tomorrows connected customers.
1 visitor like this article | Viewed 3729 times | 0 comment
Summary: Fidelity Clearing & Custody Solutions, the division of Fidelity Investments that provides clearing and custody to registered investment advisors (RIAs), retirement recordkeepers, broker-dealer firms, banks and insurance companies, today released the results of its 3rd bi-annual study on advisor movement. The study explored the motivations and experiences of advisors who switched channels, which Fidelity terms “Movers.”
Added on April 2016 in M&A Issues
0 visitor like this article | Viewed 4762 times | 0 comment
Summary: If you are even involved in a merger or acquisition, it will probably be the single most important financial transaction in your life. To put the odds in your favor, you need to make informed decisions that will maximize your rewards while reducing your risks..
0 visitor like this article | Viewed 4372 times | 0 comment
Summary: Asking certain types of clients for referrals can better an adviser's odds of getting that valuable recommendation that leads to new business.
