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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.
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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.
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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”.
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Summary: What’s behind this gender imbalance in professions geared toward giving people financial advice? A study conducted on behalf of the CFP Board Women’s Initiative Advisory Panel aimed to find out.
