Forget the Elevator Speech: 5 Steps to Telling Your Story
The key to your marketing story, says Megan Carpenter of FiComm, is what happens after you tell it to prospects.
Financial Services Explained, Pt. 2: Conflicts of Interest
Continuing our series, we explore the issue of conflicts of interest among advisors, and how to eliminate or mitigate them.
3 Market Takeaways From Trump Win
The post-election market action on Wednesday contains interesting pointers about the direction of stocks as we close out the year.
6 Issues Advisors Should Watch for Trump Action
Uncertainty about Trump’s priorities and governing approach will keep the markets at elevated levels of volatility, but watch these areas for clues.
Trump’s Victory Proves the U.S. Is Unexceptional
Many will say Trump’s victory was fueled by racism and xenophobia. It’s more complicated than that.
Forget Robos; Regulations Now Top Driver of Advisor Tech
Unlike previous years, trending topics this year at T3 Enterprise were focused on how to comply with growing regulatory and cybersecurity requirements.
Small Business Self-Funded Health Insurance Surges
For the right firm, the self-funding healthcare option can help employers mitigate the risk of rising premiums while continuing to assist employees with health coverage.
How Markets Will React to the U.S. Elections
Under two “tails” scenarios, it would be unwise to take too much comfort from the snapback experienced in the aftermath of Brexit in the U.K.
The October Surprise and the Campaign for BICE
Let’s hope the “BICE or not to BICE” campaign is more edifying than the other campaign that is, thankfully, finally ending.
We're More Productive Than We Think
The way we measure productivity today, which captured the output of the economy in the last century, isn't up to the task in this century.