10 Useful Phrases for Getting Clients to Commit
By Bryce SandersThese phrases can help cement a relationship or encourage a client to move forward with your plan.
June 10, 2021
10 Most Livable Cities in the World: 2021The pandemic caused upheaval in the the Economist Intelligence Unit's annual ranking; several U.S. cities rose.
June 10, 2021
The Worst Career Advice You've Ever Gotten: Advisors' AdviceNot all career advice is worth following, as several advisors told us.
June 09, 2021
3 Highly Rated ESG Bond Funds: MorningstarAnalysts call them promising under-the-radar strategies that are expected to outperform over a market cycle.
June 08, 2021
10 Tax Facts to Know About Marriage and Blended FamiliesHow marriage, remarriage and divorce can affect your clients' tax, retirement and estate planning.
June 08, 2021
12 Worst States for Senior Health Care: 2021MedicareGuide compared the 50 states and D.C. to determine the worst places for older Americans to find affordable, high-quality health care.
June 08, 2021
Which Kind of Trust Is Right for Your Client? 9 Questions to AskYour clients' reason for establishing a trust is the key to helping them choose the best option.
June 07, 2021
SEC Plans Hiring Push for Exams, Enforcement in 2022The SEC hopes to hire 65 people to cope with challenges like implementing Reg BI and examining the growing number of RIAs.