Try one month free with this coupon: ria_match_promo

Home > 
Knowledge and Insight > Manage Your Practice
« 1 2 3 4 5 »

All Articles


Financial planning in the new normal

From InvestmentNerws
Added on May 2021 in Manage Your Practice
0 visitor like this article | Viewed 454 times | 0 comment

Summary: In 2020, as Americans spent more time than ever at home, revenues for retailers such as Lowe’s and Home Depot took off. Home renovation became a way for people to entertain themselves as they socially distanced, and it provided an opportunity to invest in their mental, physical and financial health.

 

SEC Revises Marketing Rules for Advisors

From wealthmanagement.com
Added on December 2020 in Manage Your Practice
0 visitor like this article | Viewed 858 times | 0 comment

Summary: The SEC approved a revamp of its rules on how investment advisors advertise and pay solicitors, making the first substantive changes to the commission’s marketing mandates since the 1940 Advisers Act. The changes mean advisors can now use testimonials and endorsements in advertising under certain conditions, and can also use third-party ratings in marketing provided they include particular disclosures.

 

Social Media Bolsters Advisors' Work During the Pandemic

From ThinkAdvisor
Added on October 2020 in Manage Your Practice
0 visitor like this article | Viewed 1158 times | 0 comment

Summary: Seventy-four percent of U.S. financial advisors in a new study used social media to initiate new business relationships or onboard new clients during the coronavirus pandemic, Putnam Investments reported Thursday.

 

'Devil's in the details': How advisors pick a custodian

From Financial Planning
Added on September 2020 in Manage Your Practice
0 visitor like this article | Viewed 858 times | 0 comment

Summary: There’s a lengthy checklist financial advisors complete when going independent, but selecting where to house client assets is possibly the most critical item on it.

 

The Do's and Don'ts of Socializing With Clients This Summer

From ThinkAdvisor
Added on July 2020 in Manage Your Practice
0 visitor like this article | Viewed 1064 times | 0 comment

Summary: The big question is: Can I socialize with anyone during the summer?

Life in some places is getting gradually closer to normal. Maybe it won’t be exactly the same, but humans are social. We like to see people, meet and greet our friends.

« 1 2 3 4 5 »

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?