Social Media Adoption: Why So Slow? Inertia, caution and waiting for clearer regulatory guidance on social media compliance keeps some financial firms behind the trends, says Blane Warrene says.
Global Investing and Correlation The speed of global information flow means advisors need to rethink how they create portfolios to avoid over-correlation.
Are Financial Advisors Failing Athletes? Austin Philbin, of Dynasty Financial Partners, explains why athletes are often led astray when it comes to finances -- and suggests how advisors can do a better job working with them.
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For invitations contact: Corporate Communications Maureen Kilkenny Senior Vice President...
The 2013 NPC National Conference will take place in Rancho Palos Verde, Calif., April 28-May 2, 2013. NPC...
Women Advisors Forum Southern Florida on November 15, 2012 at the Island Hotel Newport Beach, is one of six unique...
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Inertia, caution and waiting for clearer regulatory guidance on social media compliance keeps some financial firms behind the trends, says Blane Warrene says.
Read more:
As clients get into the holiday spirit, too many are not making smart decisions about the gifts they purchase. Many clients see gift-giving as a chore, and as a result, are hasty in making purchases. While this may be natural in a task-oriented society, clients should consider transforming their giving from just stuff – opened today, forgotten tomorrow – to gifts that benefit the recipients and themselves long after the tinsel and bows have been swept away.
Here are 4 ways advisors can help clients boost benefits from holiday gifts.
Source: Eleanor Blayney, consumer advocate, CFP Board



