From Financial Advisor IQ
1 visitor like this article | Viewed 4346 times | 0 comment
Summary: Every December, SEI polls a few hundred financial advisors on their New Year’s resolutions. Unfortunately, because it’s a multiple-choice survey, the results tend to look pretty much the same from year to year — with most respondents saying their No. 1 goal is to get more referrals. So we called a handful of our favorite sources and asked them to tell us in their own words what they want to do differently beginning in January.
From Think Advisor
1 visitor like this article | Viewed 4651 times | 0 comment
Summary: Young investors seem to have a “you get what you pay for” mentality, according to a recent report from Corporate Insight that surveyed retail investors at full-service brokerage firms.
From wealthmanagement.com
1 visitor like this article | Viewed 4414 times | 0 comment
Summary: Here are a few lessons to think about while you watch all of the classic Christmas movies. Perhaps the most important lesson of all: Family is everyone's most important consideration.
From InvestmentNews
1 visitor like this article | Viewed 4343 times | 0 comment
Summary: Holistic planning, fee-based advice and retirement income strategies. All these are to the financial advice business what fire and the wheel were to ancient civilizations — innovations. Such advances aren't just new ideas or inventions. Innovations are original breakthroughs that cause upheaval and change, and create something of value.
From wealthmanagement.com
1 visitor like this article | Viewed 4248 times | 0 comment
Summary: Every year around this time, asset managers and investment analysts put out their forecasts for the next year.A common theme among them? Divergence—among global economies, among central bank policy responses and market performance.Here are the top 10 takeaways from this year's outlook reports
