Work Smarter With Widows
Newly bereaved spouses can face a host of unfamiliar financial issues, and older women are at particular risk. Here are a few specific ways that advisors can help.
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Bank advisors produced an average of $32,888 in revenue in November of 2014, down 16% from the previous month, according to BISRA's most recent Monthly Bank Investment Services Monitor. more »
In the digital age, advisors are prime victims for attackers seeking pertinent information. Here are some preventative tips to fend off cyber-attacks. more »
Why is inheritance planning so difficult? Fear of exclusion along with existing family dynamics can complicate the process -- and strain relationships. more »
Jones' football prospects are certainly bright. But what about his hoped-for career as a financial advisor? more »
Make flash cards of potential spending goals -- funding a grandchild's education, buying a yacht -- and ask clients to make piles of high-priority cards, suggested Harold Evensky during a session on communication tips. more »
For Victoria Collins and Jennifer Cagle, a succession plan was complicated by a pending public offering. One kept a valuable equity stake, the other got the client base. more »
Even the wealthiest clients are happy when their advisors uncover extra cash for them. Here’s how to do it. more »
Forming a practice with your child or another family member may seem like a great idea, but experts warn they take just as much work as any other partnership. more »
Lately, banks have been testing video tellers and high-tech mini-branches, figuring that these alternatives to full-fledged branches can increase efficiencies and cut costs while preserving the human interaction customers still desire. more »
With recent high profile data breaches fresh in mind, here are some best practices and tips to keep you and your clients safe from data threats. more »
Failure to align business practices with a client's needs may invite scrutiny, the regulator warned. more »
The event reminds firms, advisors and clients of the ever-evolving threat of data breaches. Here's what advisors should do. more »
This is a critical time for the industry, with demographic and technological shifts creating tectonic pressures. Here are a few trends all advisors should follow. more »
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