How to Respond to 12 Common Client Objections
By Bryce SandersThese aren't obstacles needing to be flattened. They are concerns needing to be addressed.
October 19, 2020
Senate to Vote on Stimulus, PPP Funds This WeekHouse Speaker Pelosi had set a Tuesday deadline for reaching a stimulus deal before the election.
October 19, 2020
FBL Hires Firms to Evaluate Offer From Sister CompanySidley Austin will be the legal counsel and Barclays Capital the financial advisor.
October 19, 2020
LPL Financial Nabs $1B Cetera TeamThe news comes less than two weeks after $14 billion BMO Harris Financial Advisors said it was moving onto the IBD's platform.
October 19, 2020
11 Big Investing Mistakes Advisors, Clients Made: Advisors' AdviceAdvisors help clients recover from bad investments or poor timing, but they're not immune themselves.
October 19, 2020
ProShares Launches ETF Focused on Transformational Changes: Portfolio ProductsMany of these changes have been accelerated by the COVID-19 pandemic.
October 16, 2020
Advisor in Queens Sentenced to 3-9 Years in Prison for Scamming Elderly ClientsThe owner of Mustaphalli Capital Partners had been charged with operating a multimillion-dollar securities fraud scheme.
October 16, 2020
How Much to Save for Retirement Is Workers' Top Financial Concern: SurveyThree in five Americans are falling behind on their savings goals, a TIAA poll finds.