From Financial Advisor
Added on March 2014 in Other Ideas
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Summary: The point of going to a conference is to pick up some tips and contacts that can help an attendee become more successful. To help with that type of networking, TD Ameritrade Institutional offered a business consulting lounge in a high-traffic area for its conference. The over 3,000 attendees were encouraged to stop by at their leisure to learn industry trends and best practices. Topics included social media, client acquisition, professional development, human capital and risk management.
From Financial Advisor
Added on March 2014 in Other Ideas
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Summary: clear majority of Americans prefer executives with a more collaborative and creative leadership style, and seven out of 10 associate these leadership styles with women, according to a new study by Pershing.
From ByAllAccounts
Added on February 2014 in Other Ideas
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Summary: On average, financial advisors say their clients should expect Medicare to cover about three-fifths of their annual health care costs. Couple this with numerous studies that show the average American has not yet saved enough for retirement, and the 10,000 Baby Boomers who are retiring each day, and an alarming picture begins to come into view.
From wealthmanagement.com
Added on February 2014 in Other Ideas
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Summary: The most successful financial advisers take their time picking up new technology, focus on the "client experience" and deemphasize back-office trades, according to a new study from Fidelity Investments.
From Think Advisor
Added on February 2014 in Other Ideas
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Summary: A new survey from MFS has found that the younger generation’s definition of long-term investing is quite short, and that these "recession babies" invest more conservatively than even their grandparents.
