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Summary: Clients can enhance their financial prospects this year by creating multiple income streams, according to this article on CNBC. One strategy is to get a part-time job via the gig economy. Self-employed workers will have to report their income and pay taxes, and should prepare for retirement by investing in tax-advantaged accounts, such as a SEP, Simple IRA or a solo 401(k).
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Summary: The breakaway broker trend is real and only getting more so, according to the latest research from TD Ameritrade Institutional, which Monday morning released its 2017 Breakaway to Independence Survey.
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Summary: Investopedia, an online provider of financial content, has announced its list of the top financial terms of 2017.
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Summary: Regardless of how regulators resolve the fiduciary issue, more client assets than ever are being held to a fiduciary standard, according to a report by Cerulli Associates.
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Summary: [Podcast] This holiday season, Matt and Kirk are offering up 12 podcasts to help you prepare your business for 2018 with your best marketing plan yet! In the preimer episode of the 12 Days of Marketing, join Matt and Kirk as they dive into developing your marketing mindset.
