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Some top-earning women advisors with Edward Jones (19 percent) said the wealth management industry has made no advancements in terms of equal gender opportunities in the last three to five years. But they also offered a solution in a recent survey at the firm's third annual Women's Conference. ...
LifeYield Begins Business Directly With Advisors
LifeYield, a cloud-based software company that helps advisors make tax- and risk-conscious decisions about client investment portfolios, will begin doing business directly with advisors, the company said Tuesday. It's software was previously only available to enterprise clients, including Morgan Stanley and Franklin Templeton. ...
Stop Using These Marketing Analogies
There are several phrases that the advisory industry has glommed onto in describing their services to prospective and existing clients that are particularly tired argues advisor Sara Grillo in a blog post on AdvisorPerspectives.com. You’ve all heard them. ... |
