From Advisorpedia
0 visitor like this article | Viewed 2416 times | 0 comment
Summary: When on a call or at a networking function, how often have you heard, "I already have an advisor." It's bad enough to hear it from an ego perspective. It's worse when you believe this is a qualified prospect.
From Wealth Management
0 visitor like this article | Viewed 2444 times | 0 comment
Summary: As firms enter a new year, many think about growth opportunities for their teams. This means hiring new talent; for others, it means developing current team members. But training advisors—especially new ones—can feel like a daunting task.
From FA Magazine
0 visitor like this article | Viewed 2497 times | 0 comment
Summary: Time is the single most important factor in life and in finance. The uncertainty surrounding time represents a challenging financial inefficiency.
From Wealth Management
0 visitor like this article | Viewed 2481 times | 0 comment
Summary: The financial services industry has always been fueled by data, but in an era of economic uncertainty, the pressing question is whether firms are using that data to its fullest potential to drive growth. As market fluctuations and unpredictable economic conditions become the norm, financial institutions must look beyond traditional methods to maintain a competitive edge. Intelligent automation and artificial intelligence are stepping up to drive operational resilience, enabling financial firms to anticipate market shifts, safeguard assets and streamline operations.
From InvestmentNews
0 visitor like this article | Viewed 2468 times | 0 comment
Summary: Commitment to transparency, which was vital during the financial crisis, has propelled firm’s success.
