Added on December 2014 in Other Ideas
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Summary: With 2015 just around the corner, we asked industry executives about their professional and personal resolutions for the coming year. Check out these eight New Year’s resolutions ranging from increased communication to stepped-up technology knowledge.
Added on December 2014 in Other Ideas
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Summary: Every December, SEI polls a few hundred financial advisors on their New Year’s resolutions. Unfortunately, because it’s a multiple-choice survey, the results tend to look pretty much the same from year to year — with most respondents saying their No. 1 goal is to get more referrals. So we called a handful of our favorite sources and asked them to tell us in their own words what they want to do differently beginning in January.
Added on December 2014 in Other Ideas
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Summary: Young investors seem to have a “you get what you pay for” mentality, according to a recent report from Corporate Insight that surveyed retail investors at full-service brokerage firms.
Added on December 2014 in Other Ideas
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Summary: Here are a few lessons to think about while you watch all of the classic Christmas movies. Perhaps the most important lesson of all: Family is everyone's most important consideration.
Added on December 2014 in Other Ideas
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Summary: Holistic planning, fee-based advice and retirement income strategies. All these are to the financial advice business what fire and the wheel were to ancient civilizations — innovations. Such advances aren't just new ideas or inventions. Innovations are original breakthroughs that cause upheaval and change, and create something of value.
