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A foundation affiliated with New York Life Insurance Company is giving $139,000 to 9 nonprofit organizations in Westchester County, N.Y.[@@]
The grants will help educational groups and groups that provide tutoring, counseling and other support for children, according to New York Life, New York.
Does your advisory firm have a tangled mess of technology or a tightly integrated and cohesive system? Here's how to tell.
The future is now, according to a new McKinsey paper that outlines how asset managers are enhancing their businesses.
To make a company work, employees have to have a job on top of their job.
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3 Ways to Nail Down Your Niche
Casting a wide net when prospecting makes sense in theory, but this method doesn’t necessarily translate into actual clients. Find out why not.
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Increasing Financial Literacy: Tips to Educate and Engage Clients
Make sure all your clients are equipped to understand and follow your advice!
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The Financial Advisor's Guide To Social Media Strategy and Policy
Using social media effectively, while remaining compliant with key regulations, can be tricky. But it’s a necessary step you must take to build your business.
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