How Your Client's Feelings Can Improve Your Leadership Style
Survival depends on our ability to trust one another, Simon Sinek said during the closing keynote at the eMoney Advisor Summit.
Client Focus, Organic Growth Crucial to Advisor Success: eMoney Summit
Fidelity’s Mike Durbin says that in the “fragmented” financial services industry, client-centric firms that can grow organically will be the winners.
‘Hit Pause’ on DOL Fiduciary Rule, Insurer’s Lawyers Urge Federal Judge
Lawyers representing insurer Market Synergy told a Kansas judge that DOL failed to prove that state-based regulation of fixed-indexed annuities is broken.
10 Best Paying Cities for Women
Pay rates vary from one region to another within the U.S.; in some places, the pay gap between men and women varies substantially, too.
LinkedIn’s 4 Tech Trends to Know When Facing Next-Gen Clients
High tech or high touch? Next gen clients want both, a study finds.
10 Useful HSA FAQs for 2017
HSAs are a complex area for consumers and employers to navigate; looking to 2017, here are 10 important FAQs.
Investors Want Help, but Fear Being ‘Ripped Off’ by Advisors: Survey
Latest Hearts & Wallets poll finds many investors wanting to save more but mistrusting financial professionals.
Top 5 Money Habits of Happy Couples: Ameriprise Study
While 68% of couples say they communicate well about their finances, 31% admit they argue about money at least once a month.
In 5 Years, Wealth Management Will Be Transformed: Roubini ThoughtLab
The detailed report shows that many financial advisors may not understand how fast wealth management will change in the coming years.
Time for Advisors to Move Beyond ‘Fintech Fear’: PwC Report
While most wealth managers fear losing business to fintech companies, fewer than half have put fintech at the center of a digital strategy.