5 Ways to Keep Clients Happy
Instead of comparing clients to a benchmark, investors want their advisors to assess performance based on specific goals, according to Catherine McBreen, president of the Millionaire Corner; a research organization focused on understanding investor decision-making. Want Marketing Help? Ask a 3-Year-Old
Most advisors like to think they know a thing or two about marketing, but Dave Grant says he didn't realized the impact his 3-year old would have had on building his business and its marketing strategy. Advisors: Protect Yourself From Growing Scam Risk
Advisors must be vigilant about protecting clients from the risk of wire fraud. Pershing's Mark Tibergien offers tips on how advisors can protect clients and themselves from this increasingly common threat. What Advisors Get Wrong on Mobile
Wealth management is "significantly behind" other industries in adopting emerging mobile technology to interact with clients, according to Darrin Courtney, research director for Boston-based CEB TowerGroup. How can advisors change this trend? Advisor Opportunity as Charitable
Giving Soars
"People are starting to think more strategically about giving," says Schwab Charitable President Kim Laughton. "It really started last fall. What's nice is it's continuing this year." Research Roundup: More Summer Storms?
"I remain a long-term bull on the market, after all, it’s hard for an old trend follower to not be excited about a market that is hitting new highs daily and has moved well above its intermediate-term moving averages. Still, I do get concerned when markets seem to overdo it on the upside," says Jerry C. Wagner of Flexible Plan Investments. Contact Us Matt Ackermann
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