From InvestmentNews
0 visitor like this article | Viewed 3067 times | 0 comment
Summary: Women's emotional and social competencies are essential for financial advisers, who often have to have tough conversations with clients and handle delicate situations.
From Financial Advisor IQ
0 visitor like this article | Viewed 2974 times | 0 comment
Summary: Financial advisors are finding more opportunities for meaningful engagement with clients and even their family members when they conduct virtual and in-person meetings.
From Wealth Management
0 visitor like this article | Viewed 2959 times | 0 comment
Summary: A player’s batting average may be the most familiar statistic in baseball to all fans and is a basic way to measure their competency at the plate, just as Morningstar’s batting average measures the percentage of months a manager has outperformed their respective benchmark over a period of time.
From ThinkAdvisor
0 visitor like this article | Viewed 3004 times | 0 comment
Summary: Advisors often find themselves pulled in several directions at once. They must keep their clients happy. They must allocate time for prospecting. They need to interact with their team so that everyone feels valued.
From InvestmentNews
0 visitor like this article | Viewed 3164 times | 0 comment
Summary: The majority of global financial service institutions are facing serious issues related to securing their stored data, which will likely only increase as cybersecurity attacks become more prevalent. A recent survey released by data storage company Continuity found that more than two-thirds of respondents believe an attack on their storage environment will have a “significant” or “catastrophic” impact on their business.
