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Clients in their 20s, 30s and 40s provide some unique challenges, but can be extremely rewarding to work with, according to Rebecca Schreiber, a certified financial planner at Solid Ground Financial Planning in Silver Spring, Md., who specializes in serving younger clients.
May 4 -
As trusted and respected advisors, clients often look to us for guidance. Successfully handling those situations where there is no financial solution requires us to recognize two things: First, our role changes, and second, a different skill set is required to preserve and strengthen the client relationship.
May 4
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For many advisors, your personal or company website is the core of your web marketing efforts. It's no surprise, then, that advisors are starting to think about how to better utilize their website to both serve their existing clients and develop new business.
May 4
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The SIX Swiss Exchange has begun trading in 12 exchange-traded funds created by State Street Global Advisors.
May 4 -
CHICAGO Strong investor relationships and diligent disclosure provide issuers with their best shot at keeping borrowing costs down amid headlines about fiscal stress that persist even as state tax revenues have rebounded, a conference panelist said here Tuesday.
May 4 -
The head of the American Bankers Association on Tuesday quickly reneged on his endorsement of Elizabeth Warren as director for the Consumer Financial Protection Bureau.
May 4 - Money Management Executive
The SIX Swiss Exchange has begun trading in 12 exchange-traded funds created by State Street Global Advisors.
May 4 -
We have heard of firms winning employee loyalty by paying them more, but never—until we spoke to the principal at Colorado West Investments—by paying them less. At the Montrose, Colo.-based wealth management firm, that is what Kevin Sanderford ended up doing to rationalize the firm’s compensation plan. After the awful downturn in 2008, Sanderford had to lower compensation for his practice manager, who also had a series 7 license. She was not drawing a huge salary—indeed,
May 3
Financial Planning -
Genworth Financial Wealth Management has introduced a streamlined approach to diversifying investments through its Genworth Portfolio Solutions (GPS).
May 3 -
Hatteras Funds has added two single strategy hedged mutual funds to its lineup of alternative mutual fund products. They are the Hatteras Long/Short Equity Fund and the Hatteras Long/Short Debt Fund.
May 3
