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By following six simple steps, advisors can improve their writing and marketing communications.
March 21
Impact Communications -
Financial advisors spend too much time running their practices like practices instead of like businesses, says David B. Loeper, CEO of Wealthcare Capital Management, a Richmond, Va. a firm that provides services to advisors. And doing so decreases the number of clients they can serve and the overall value of the business, he says.
March 21 -
People are living longer, working to an older age and largely underestimating how much money they'll really need to afford the retirement they've always envisioned.
March 21 -
Optimism reigns in the bank brokerage world, according to the first annual Kehrer-LIMRA 2011 Predictions Survey.
March 21 -
The most critical component of any advisor/client relationship is communication, but it seems clear from an MFS Investment Management survey released on Monday that advisors and investors are speaking a different language.
March 21 -
Securities and Exchange Commission officials are urging market participants to provide their views about the muni industry and how it can be improved, after the SEC was forced by budget cuts to suspend a series of field hearings that were to be held around the country.
March 21 -
Supporters argue the new agency has unprecedented power that needs to be checked, but others contend the GOP simply wants to undercut an agency it never liked to begin with.
March 21 -
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While economic gauges and surveys have been showing an improvement in investor sentiment in recent months, lately, some of the numbers have been faltering.
March 21 -
Franklin Templeton Investments is staffing up as it expands services for registered investment advisers.
March 21 -
Through extensive trial and testing, TopTenREVIEWS narrows it down.
March 21
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The U.S. economy has hit its stride, with GDP on track to grow 3% over the next two years, according to a report from TD Economics.
March 18 -
The Conference Board Leading Economic Index increased 0.8% in February to 113.4 (2004=100), following a 0.1% increase in January and a 1.0% increase in December. The index is now at an all-time historical high and 16% higher than its most recent trough in March 2009.
March 18 -
How can advisors take advantage of opportunities created by limitations on fees and transactions? Program managers at BISA’s bank broker-dealer breakout session presented some interesting answers. “Banks are struggling with where to get more revenues because of fee reductions,” said Rob Comfort, head of Huntington Investments. “This gives us an opportunity to play a prominent role.”
March 18
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Blaine Rollins has joined 361° Capital as a managing director, senior portfolio manager and member of the investment committee.
March 18 -
Blaine Rollins has joined 361° Capital as a managing director, senior portfolio manager and member of the investment committee. He was previously an executive vice president and portfolio manager at Janus, running a number of funds, including the Janus Fund and the Janus Balanced Fund. Rollins was with Janus for 16 years and began his career at AMG as an analyst.
March 18
