4 Tips for Working With Clients When Markets Are Volatile
By Andrew LadwigMarket swings create opportunities for outreach, since they often lead to acute emotional responses in many investors.
January 27, 2022
Senators Press Yellen to Boost IRS FundingSen. Elizabeth Warren and others want at least a14% increase in yearly IRS funding and $80 billion invested in the agency over 10 years.
January 27, 2022
SEC Finds Problems in Private Fund Advisor ExamsApproximately 35% of all SEC-registered advisors manage approximately $18 trillion in private fund assets.
January 27, 2022
Market Rotates to Value as Fed Turns HawkishPlentiful jobs, higher wages and strong home prices all point to above-trend growth, perhaps as soon as Q2.
January 27, 2022
7 Best States to Find Prime Annuity ProspectsIn these states, more households have a high income and are headed by people ages 45 to 64.
January 27, 2022
Kestra Teams With AdvicePay to Offer Fee-for-Service Planning: Tech RoundupAlso, Riskalyze appointed Dr. Shari Hensrud as vice president of risk and analytics.
January 27, 2022
UBS Launches Program for 'Multicultural Investors'The new segment is led by Melinda Hightower, formerly of JPMorgan Chase.
January 27, 2022
5 Tough Questions Prospective Hires Ask in InterviewsFirm owners often flub the answers to these questions, causing talented candidates to reconsider their interest.