1 visitor like this article | Viewed 2638 times | 0 comment
Summary: Managing personal finances and preparing for retirement isn't easy for anyone, but the challenges are particularly difficult for women. The latest results of an annual survey of financial literacy and wellness showed that women continue to feel less confident than men about their ability to manage their cash flow and debt, allocate their investments and prepare for their retirement.
1 visitor like this article | Viewed 2808 times | 0 comment
Summary: "Just trust me.” “Why don’t you trust me on this?” “Trust that it will all work out.” These are sentiments any person in business today has heard at one point or another. It could be the boss telling you to trust you will be treated right, a colleague telling you to trust they will deliver their portion of the project or a vendor asking you to trust they will apply the credit for your company correctly.
1 visitor like this article | Viewed 3168 times | 0 comment
Summary: If you take a look at your book today, are you on track? When I ask that question to many advisors, the first response is usually “On track for what?” What I am asking is: Do you have goals and are you tracking and measuring against those goals? Unfortunately, most track their book by AUM or gross revenue (sometimes GDC).
1 visitor like this article | Viewed 2727 times | 0 comment
Summary: As more advisers adopt online strategies to stay competitive in a changing market, a new deal struck between a traditional advisory firm and a Silicon Valley robo-adviser highlights how technology is disrupting the industry.
1 visitor like this article | Viewed 3510 times | 0 comment
Summary: Newly minted financial planning assistant Airionne Givens didn't have a lot of money when she was growing up in St. Louis. And she saw plenty of other African-American families who struggled with college costs, retirement saving and other financial challenges. Until Givens went to college, she had never heard of, or knew about, financial planning. But once she did, she was hooked. "I wanted to help people who were in the same predicament as the people I knew, and I saw that this was a way I could do that," Givens says.