For some time now, strategic planning has been dying a slow death. Rapid acceleration in the rate of change and innovation along with instability in the global economy have made long-range forecasting obsolete. That may come as welcome news to many executives and managers...
In an attempt to make it easier for advisors, our 2014 Affluent Research included a handful of questions to help us determine what phrasing the affluent preferred when asked by their financial advisor for an introduction.
There's no hiding that the road to retirement is both long and risky. Many Americans live paycheck to paycheck, making prudent saving effectively impossible. According to the Corporation for Enterprise Development, nearly 17 million households in the United States, 14.7...
Kathleen M. Rehl writes, "When my husband died after a short illness seven years ago, I was brokenhearted. Back then, I couldn't imagine when the anguish would end. But slowly, over time, I moved forward. My husband wouldn't have wanted me to be stuck in that first stage...
In an attempt to make it easier for advisors, our 2014 Affluent Research included a handful of questions to help us determine what phrasing the affluent preferred when asked by their financial advisor for an introduction. We hit pay dirt. We uncovered the introduction...
A new survey of nearly 1,800 advisors on retirement issues conducted by Financial Advisor magazine reveals some interesting findings about how prepared advisory clients are for retirement. FA plans to do a series of articles looking...
Financial advisors don't believe they are completely in control of their time and business, according to a survey by the FPA Research and Practice Institute. The greatest obstacles advisors face when it comes to productivity and profitability are trying to do too much,...
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