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Optimizing your business posts on Facebook

Many of us know that having an active presence on social media is critical for our brands and businesses to remain competitive and relevant. It is equally as important to stay current on what it means to be relevant. For some time now, brands and businesses have focused...

source: By Andrea Fischetti
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Clients trust that their financial advisers are going to place their money in safe hands, with money managers and firms that are reliable and above board. That's why it's imperative that advisers don't slack off during the due diligence process. While the process can often...

source: Investopedia

Looking for ways to attract more clients? Ron Carson, founder of Omaha, Neb.-based Peak Advisor Alliance, a coaching program for financial advisers, has come up with some helpful suggestions that advisers can follow when looking to impress potential clients. In no particular...

source: Investopedia

The demand for financial advice for special needs families rises as special needs children's lifespans lengthen and the frequency of some developmental disabilities grows. For example, according to the National Down Syndrome Society, life expectancy for people with Down...

source: Insurance News Net

Millionaires, by and large, are satisfied with their financial adviser's overall performance, their knowledge and expertise and their responsiveness, according to Spectrem's Millionaire Corner research. Roughly 6 in 10, or 58 percent, has referred their adviser to someone...

source: Millionaire Corner

Different funds have radically different strategies and management arrangements. The nontraditional bond fund sector continues to attract inflows and new products. These funds had net flows of almost $25 billion through Aug. 31, according to Morningstar. Plus, the...

source: ThinkAdvisor

Advisers should ask all new clients whether they have the potential to become members of the sandwich generation, say several personal financial specialists. Having to care for both aging parents and adult children can have a severe impact on an individual's or a couple's...

source: Financial Advisor


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