Trump Says He May Pick Taylor and Powell for Fed Leadership Seats
‘They’re both very talented people,’ he tells Fox Business; it is unclear which candidate would be chairman and which would be vice chair.
3 Ways to Beat ‘Autumn Angst’
It is possible for advisors to stay focused and get to the end of the year with success and sanity.
Women Invest Like Men but With a Key Difference, Study Finds
Capital Group’s survey of women shows confidence in their investment decisions but not necessarily the power to execute.
The Ear of the Beholder: Words Clients Hate, Words Clients Like
A Chubb research project found that it’s not what you say to prospects that matters; it’s what they hear.
Best Practices for Salespeople Who Work at Home
Putting your feet up and staying in your pajamas are both ways to sabotage your productivity when telecommuting.
Commonwealth CEO Upbeat on DOL Fiduciary, ‘RIA-zation’
Wayne Bloom and other execs highlight the growth of the firm’s indie advisors at a national event in San Diego.
Oranj Launches Free Wealth Management Software Product for Advisors
The MAX offering includes model portfolios and funds from BlackRock, Direxion, Morningstar, ETF Securities and Frost Investment Advisors.
Largest Women’s Symposium Ever, Yet Percentage of Women Hasn’t Budged
Michelle Lynch described the process of getting more women into the industry as “organic and slow.”
As Advisors Jump Into AI, Experts Warn About Data
Thought leaders in the field urge firms to use caution about the quality of the data and algorithms being put into use.
4 Ways to Run Your Business Your Way ... and Succeed
Young leaders (and others) should take this advice on improving their business leadership.