1 visitor like this article | Viewed 2735 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 2691 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 2754 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 2893 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.
1 visitor like this article | Viewed 2785 times | 0 comment
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.
