1. Personalize Your Account
Before you start using the software – we recommend that you alter your settings first. This way once you make the changes to your account they are saved and you...Read More
Being Proactive Is Crucial for Advisors
Given that the financial advisory industry is short on specialists, the industry needs to improve its diversity and inclusion efforts to attract and retain employees from different groups.
Good News For Ordinary Americans- An Increase In Retirement Savings
Hot on the heels of the SECURE Act 2.0, legislation has been reintroduced, as a bill, to help lower and middle income families to save for retirement.
Crypto Awareness: The Road Is Winding, But The Wind Is High
According to CoinMarketCap, as of early August, crypto-assets were worth more than $1.66 trillion, 80 alt coins worth at least $1 billion.
Get Big Results with This 9 Word Email
This email is for clients you have already made contact with, clients you have some familiarity with. Start off by addressing them directly in the subject line, using their name will attract their attention
New President is in, what’s in store for the SEC and Reg BI?
Ever since the SEC first announced its Regulation Best Interest, many in the financial services industry have been doubtful about its longevity. We saw the DOL rule come and go, and this has really made it seem like new regulation might not last long