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How to Calm Election-Year Jitters
Don’t let politics — even in a presidential election year — influence long-term decisions, say financial advisors.
Stop Blaming the Leads You Can’t Convert
The truth is, maybe they didn’t trust you enough to hire you. Here’s how to avoid that obstacle.
Retaining Employees Will Get Harder
Here’s how U.S. employers need to prepare for the ban on non-compete agreements coming this fall. (By Jen Goldman)
Sabbaticals for Financial Advisors: Do’s and Don’t’s
Taking a break from an advisory practice is a big decision. Here’s what I learned about making the most of a sabbatical. (By Dominique Henderson)
’Staggering Penalties’ Possible For Financial Firms Because of DOL Rules
There’s less leeway to hire independent contractors and the pay threshold for nonexempt employees is rising.
5 Language Mistakes Advisors Should Avoid
These common marketing errors could cause reputational damage and liability and regulatory risk. (By Jeffrey Briskin)
Frustrated Advisor Finds a Non-Client-Facing Niche
Taking on a supervisory role to help other advisors maintain success has been more fulfilling than trying to calm jittery clients.
With Inflation This High, Nobody Knows What a Dollar Is Worth
Money illusion, the widespread inability to recognize what money is really worth, can lead individuals to wrong conclusions and bad decisions.
Stress Is Mounting for Working Women: Deloitte
Burnout is being fueled by inflexible return-to-office mandates coupled with lack of support in the office and at home.
Why Understanding Your Client’s Past is Paramount
General conditioning plays a bigger role than you might think on their perceptions of life, work and money.
Latest News
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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm
Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.
Judge Halts Rule Capping Credit-Card Late Fees
A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.
Inflation, Economic Uncertainty Upending Retirement Dreams for Many
Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.
Perigon Wealth Management Appoints Head of Advisor Success and Integration
Maria Daley has more than 30 years of experience leading business development and relationship management teams.
SEC Wants RIAs to Verify Customer Identities
The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.
Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds
Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.
Families to Save $10 Billion Annually in Credit Card Late Fees
This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.