0 visitor like this article | Viewed 3574 times | 0 comment
Summary: How many people do you know that have so much to offer but bad habits prevent them from being their best? I can’t tell you how many sales professionals I see that look so good, come across so well, work for such great companies, and yet don’t do what it takes to run a healthy business.
0 visitor like this article | Viewed 3491 times | 0 comment
Summary: Pope Francis weighed in on the debate over the need for a universal fiduciary standard for financial advisers Thursday in a wide critique of global finance that admonished advisers who worked against the best interests of their clients.
0 visitor like this article | Viewed 3719 times | 0 comment
Summary: The virtual assistant will be connected to an analytics-powered tool called Envision IQ. The goal is to let advisors review client information on demand even when they’re not in front of a computer. Beta testing shows that less than half of Envestnet users regularly talk to Alexa, but Frank Coates, the company’s executive managing director, said having such a tool available will make voice bots more popular among financial professionals.
0 visitor like this article | Viewed 3893 times | 0 comment
Summary: It has been almost two years since Alex Rodriguez, “A-Rod,” ended his career as one of Major League Baseball’s (MLB) greatest players. He has since been establishing himself as a leader off the field, and he has successfully launched ventures in business and investment management. How did he do it? He used lessons from Warren Buffett and Bill Belichick, and joined “the dark side” to become a media announcer.
0 visitor like this article | Viewed 3974 times | 0 comment
Summary: [Slideshow] While advisors have their hands full working with their baby boomer clients, they may need to shift their focus to younger clients sooner than they planned.
