0 visitor like this article | Viewed 2764 times | 0 comment
Summary: We're just overwhelmed with life." That was my response to an attorney looking for insight into the obstacles facing Generation X. I'd referred a number of 30- and 40-something financial-planning clients to this attorney. All were in need of estate-planning documents.
1 visitor like this article | Viewed 2745 times | 0 comment
Summary: 2014 featured a number of major developments in the financial industry. High-profile money managers changed firms, financial empires rose and fell, and the advice industry continued to undergo major changes. As the year draws to a close, we’ve taken a look back and resurfaced 10 of the biggest stories for advisers in 2014.
1 visitor like this article | Viewed 2701 times | 0 comment
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.
1 visitor like this article | Viewed 2765 times | 0 comment
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.
1 visitor like this article | Viewed 2904 times | 0 comment
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.
