12 One-Liners That Make an Impression With Clients
By Bryce SandersFor advisors, the right words can make a point, win someone over or earn a smile.
August 13, 2024
Goldman, JPMorgan Say Markets Pricing in Higher Recession OddsEquity and bond markets are assigning a 41% probability to a U.S. recession, according to Goldman.
August 13, 2024
Cadaret Grant to Pay $6M Over Mutual Fund Revenue-Sharing ConflictsThe firm must evaluate whether clients should be moved to an available lower-cost share class or fund.
August 13, 2024
LPL Expands Business Support, Tech ServicesBy year-end, the IBD plans to expand its offerings to 20 services from 14.
August 13, 2024
Morgan Stanley's Wilson Sees Few Signs of Bear Market in StocksThe strategist, who correctly predicted the recent downdraft in equities, says a major collapse is unlikely.
August 13, 2024
12 Most Livable States: 2024WalletHub ranked the states on factors like affordabilty, safety and quality of life.
August 13, 2024
Life and Annuity Illustrations Confuse Clients, Advisor Tells RegulatorsPerformance charts should be more realistic about the impact of bad years, Richard Weber argues.
August 13, 2024
More Life and Annuity Products Offer Commodity IndexesInflation is increasing some clients' interest in tying value to something tangible.