From InvestmentNerws
0 visitor like this article | Viewed 4179 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.
From wealthmanagement.com
0 visitor like this article | Viewed 4739 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.
From ThinkAdvisor
0 visitor like this article | Viewed 4803 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.
From Financial Planning
0 visitor like this article | Viewed 4503 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.
From ThinkAdvisor
0 visitor like this article | Viewed 4773 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.
