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Summary: In one corner are ETrade and TCA by ETrade, as TCA is now known. They believe the merger will help both companies become stronger. On the custodial side, the brand power of ETrade could give TCA by ETrade the jolt it has needed for some time.
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Summary: Research from Center for American Progress, citing 11 research papers published over a 15-year period, determined that the average cost to a company of turning over a highly skilled job can be more than 200% of the annual compensation for that role once training costs, lost productivity and hiring expenses are counted.
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Summary: Being a financial advisor brings many positive experiences — helping clients buy their first home, pay for their children’s college, and pursue their life and retirement goals. It also comes with the occasional emotional blow. None hit harder than the death of a client.
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Summary: While there are some success stories, there isn't really an authoritative road map on how to best implement a digital advice strategy. Even some of the largest firms, with vast amounts of money to throw at technology, have struggled.
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Summary: There’s nothing worse than the feeling of throwing money down the drain. Unfortunately this is the experience that most advisors have with marketing. If you haven’t gotten the results you wanted in 2018, here is where you went wrong and how you should change your marketing budget in September to fix the problem.
