-
How can advisors be more productive and take more time off? According to Jimmy Williams of Regier, Carr & Monroe in McAlester, OK and Randy Thurman of Investment Advisors Inc., by focusing on a dozen simple steps, the big picture becomes simpler.
February 4
-
Nearly half (47%) of adult children say their parents never made any financial mistakes. Meanwhile, their parents were quick to point out their childrens financial missteps.
February 4 -
The Securities and Exchange Commission last month promoted George Canellos, currently Deputy Director of the Division of Enforcement, as Acting Director
February 4 -
Demographic shifts, technology implementation and investing challenges were in the spotlight this week in San Diego, where about 3,000 advisors and other industry professionals came together for TD Ameritrade Institutionals annual conference. Between the presentations, meetings and hallway conversations, Financial Planning heard lots of smart takeaways for advisors.
February 4
-
UBS financial advisor Gregory Klenke, number 13 on the Top 40 Under 40 list, says that working with corporate executives stock compensation requires careful planning and managing emotions.
February 4 -
Looking for that next career opportunity has changed. Long gone are the days of paper resumes. Today, you need to be innovative in order to be seen.
February 4
-
Domestic mutual funds and ETFs drew in $17.9 billion the week ended Jan. 30, wrapping up the first month of 2013 with total net inflows of $51.7 billion.
February 4 -
The Securities and Exchange Commission's municipal bond office has sent a so called "no-action" letter to NetRoadshow Inc., paving the way for the firm and its underwriter clients to present Internet-based "road shows" on municipal bond offerings to retail investors.
February 4 -
Tired of running his financial planning firm in Michigan, Jason Wenk made a radical change to his planning practice a couple of years ago. He sold a portion of it, moved his family and his company to Laguna Beach, Calif., and began to grow a practice entirely through blogging.
February 4 -
Social networking has become so common and broad-based in its use that banks have no choice but to incorporate social networking into their marketing efforts. Here are five ways they can do that.
February 4
