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.
Added on December 2014 in Other Ideas
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Summary: Every year around this time, asset managers and investment analysts put out their forecasts for the next year.A common theme among them? Divergence—among global economies, among central bank policy responses and market performance.Here are the top 10 takeaways from this year's outlook reports
Added on December 2014 in Other Ideas
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Summary: There are a lot of figures that get thrown around about attracting new clients in the advisory industry. One that we frequently hear at InvestmentNews Research is that approximately 70% of a typical advisory firm's new business is referral-driven.
