9 Negative Phrases to Avoid With Clients (and What to Say Instead)
By Lynette GilCheck yourself before you wreck yourself. Always, always practice what you're going to say before calling a new prospect.
November 09, 2015
10 Best Unusually Ranked Public Colleges: 2015The CollegeNet Social Mobility Index aims to recast the competition for prestige around factors that improve access, affordability and graduation.
November 04, 2015
4 Ways Clients Approach Risk: Many Hate It, a Few Love ItAbout a third of investors avoid nearly all risk, while 3% embrace it with gusto, Ameriprise found.
October 30, 2015
What’s Behind LPL’s Lackluster Earnings?CEO Mark Casady and others explain what's hurting the IBD's earnings and what could help turn them around.
October 27, 2015
401(k) vs. Pension: Which Is Better?Here is a look at 4 stakeholder views on the question of 401(k)s efficacy, or inadequacy, in preparing the country for retirement.
October 27, 2015
8 Huge Financial Meltdowns by Major League Baseball PlayersPoor investments, scam artists and just plain old profligate spending are pitfalls some players cant avoid.
October 25, 2015
College Planning: 7 Steps to Filing the FAFSAFAFSA filing dates are changing, beginning with the 2017-2018 academic year, and that could affect parents' finances.
October 21, 2015
ETFs: 4 Things Advisors Should Know Before BuyingETF performance can be influenced by factors not readily apparent to advisors, according to a Pershing paper.