“Dreyfus is putting the ‘e’ in ‘easy-to-do-business-with-us’ by making iPads available to our wholesalers,” said Jon Baum, chairman and chief executive officer of Dreyfus. “From videos, fact sheets and market commentaries, to research reports, sales ideas and presentations, iPad gives Dreyfus the ability to make the most current information available instantaneously during client meetings. That’s exciting for our wholesalers and customers.”
Research from Cerulli Associates indicates that marketing and referrals are the best ways to bring in new clients. Yet few firms devote much time or money to either.
Jason Stephens of Evertern Wealth found a client base in those fleeing high-tax states for moves to Florida and Texas.
Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of Realtors found the median age of first-time buyers last year was 40, an all time high. Here's what wealth advisors need to know.
Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
The partnership includes a $20,000 commitment to Hopey's Heart Foundation — and comes as women are projected to control more than half of the anticipated $84 trillion Great Wealth Transfer by 2045.
Subscribers can earn one CE credit toward recertification by successfully passing the monthly 10-question quiz that tests general knowledge of financial planning.
