Best Finance Tweets of the Month: September 2015
The rate hike that wasn't, what bankers sing when drunk, and what America really runs on.
Female Clients Talk About Why They Love Their Advisors
For insight on how to best serve female clients, the Raymond James Women's Symposium turned to clients themselves.
Top Portfolio Products: Schwab Adds Commission-Free ETFs
There are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
How Changing These Words Can Help Advisors Hook Clients
Slight changes in language can make clients more comfortable and receptive to your ideas, says Gary DeMoss of Invesco Consulting.
6 Words, Phrases to Avoid in Client Communications
Gary DeMoss, a director at Invesco Consulting, shares research on which words and phrases get a better response from clients.
Plan Sponsors Looking for New Advisors Despite Record Satisfaction: Fidelity
Fidelity's Sponsor Attitudes survey found satisfaction and perceived value at record levels, but retirement plan sponsors are still looking for a new advisor.
Coming Soon to RIAs: More Sales Calls From Asset Managers
More than 6 in 10 asset managers have a sales force dedicated to RIAs, up from less than half last year, reported kasina.
Fed’s Dudley: Don’t Panic (Yet) About Market Liquidity
Some commentators argue that overregulation is stoking a liquidity crisis, but the New York Fed president is skeptical — for now.
New Providers in U.S. ETF Space Set Record: ETFGI
Asset managers are tripping over themselves to get into the U.S. ETF and ETP space, according to a report released Thursday by ETFGI.
Employee Channel Adding Biggest Teams Ever: Raymond James Exec
Broker-dealer says recruiting on West Coast and Northeast now account for about one-third of recruited reps.