A Client’s Perspective on Best Interest encompasses ten main principles that matter to clients when it comes to retirement planning. Based off a survey conducted with retirees and pre-retirees, this paper gauges what clients want and highlights their importance to other consumers and financial professionals.
An important lesson to realize is that loss overpowers gain. In order to “make up” for a loss, a higher return is necessary to make up for the lost funds. This consumer facing white paper highlights the importance of timing when it comes to protecting retirement.
India is changing socially and economically, with financials, telecoms and IT paving the way and providing attractive, long-term investment opportunities.
A Client’s Perspective on Best Interest encompasses ten main principles that matter to clients when it comes to retirement planning. Based off a survey conducted with retirees and pre-retirees, this paper gauges what clients want and highlights their importance to other consumers and financial professionals.
An important lesson to realize is that loss overpowers gain. In order to “make up” for a loss, a higher return is necessary to make up for the lost funds. This consumer facing white paper highlights the importance of timing when it comes to protecting retirement.
India is changing socially and economically, with financials, telecoms and IT paving the way and providing attractive, long-term investment opportunities.
Commonwealth CIO Brad McMillan makes the case for an economy that will continue to grow, with healthy employment conditions, rising interest rates, and the reasonable prospect of rising markets.
We see you. And we at Commonwealth are committed to bringing women together to help them gain the confidence they need to succeed in our industry. Learn more.
Shifting consumer habits and the rapid rise of e-commerce, fueled by Amazon in particular, have driven unprecedented, disruptive and accelerating change in the retail sector over the past decade. Read Understanding Retail Disruption from ProShares for an in-depth look at evolving retail trends, and how investors can take advantage of the growing opportunity retail disruption presents.
The advisor-client relationship is more dynamic than ever and clients’ needs are evolving and expanding rapidly. Advisors need to understand how to identify with a range of family needs and implement multi-generational plans that include more than just the primary client. This white paper is designed to help advisors build deeper relationships with clients and their extended families – and ultimately increase the likelihood of retaining future generations of clients.
Today, advisors have the opportunity to select a broker-dealer who best matches and supports their personality, skills, business niche and operating style, as well as their specific support requirements in the areas of technology, service and compliance. The key, of course, is for advisors to identify clearly what they are seeking and to be able to assess whether a broker-dealer they are considering truly meets their needs. This Sigma Financial Corporation & Parkland Securities, LLC. white paper is intended to help advisors crystalize their thinking and improve decision-making when grappling with questions regarding independence and the firm with which to affiliate.
As one of the most popular forms of communication today, financial firms and their clients expect to be able to use text messaging as a tool to conduct business. Download this whitepaper to learn more about how financial firms can use text messaging to communicate while minimizing compliance, legal, and reputational risk.
HighTower releases new research conducted by The Aite Group revealing that two-thirds of U.S. independent registered investment advisory (RIA) firms have operational infrastructures with little or no technology integration, creating a roadblock to gaining new clients and growing firm assets. The study compares platform support models for independent, growing financial advisory practices.
These Investments & Wealth Monitor articles focus on far-reaching disruptive trends in the industry. Investments & Wealth Institute is the professional association for advanced financial professionals.
In an effort to shine a light on index-based investing strategies, we at State Street also hope to dispel the myth of “passive investing”—specifically in the target date fund (TDF) space. Look to State Street to help convert and deepen more relationships—business objectives that couldn’t be achieved by behaving passively.
This white paper will explore the current trends and challenges in the RIA market and serve as a guide to help breakaway advisors understand how technology can drive their success.
When people save for retirement, the biggest concern is the returns on investments. When they retire, they need to care about returns, but also the order of those returns. Learn how to take some of the uncertainty out of retirement.
As smartphones have become ubiquitous and a primary tool of phone communication, they simultaneously allow us to reach out to one another in a less disruptive fashion (texting), while at the same time to get quicker responses. Your clients are texting more than they are emailing / phoning one another – and they’d like you to join them.
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