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Summary: Saxon was the keynote speaker on September 25 at Bob Veres’ Insiders Forum conference in San Diego. Saxon’s career spans 30 years as a television and film writer, with credits that include The Silence of the Lambs and Philadelphia.
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Summary: I’ve tried out a few advisors over the years. It seems like they’ve always tried to steer me into investments that turned out to be subpar after I researched them online. Like, I’d check the long-term return history and it would be worse than the overall market performance. And I’d find they had load fees or a high percentage of assets fees. My thought process is that they’re receiving a kickback or a commission of some kind.
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Summary: Salesforce's latest update to Financial Services Cloud, the version of its client relationship management technology tailored to wealth managers, introduced new features, analytics and integrations that the company said will bridge the gaps between financial advice, insurance and banking.
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Summary:I thought you might be interested in what financial advisors are thinking and feeling and saying to their clients during a traumatic time in the world economy. You've probably seen some of these financial train wrecks in history videos on YouTube: the soup lines of the Great Depression, stagflation and oil shocks during the 1970s, Black Monday in 1987 and the tech wreck that started in March of 2000 and was made worse by 9/11 the following year.
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Summary: Even though the rule is dead, with little signs of life in the near future, the ruling affected how advisors approach investment selections as well as modes of compensation. The average investor is becoming more educated when it comes to their investments, which is long overdue. Investors are becoming aware of fees and the idea of conflict-free advice. This much welcomed empowerment of the investor has pressured advisors to take a deeper look at how they’re investing clients’ money and at what compensation the advisor is getting.
