Poor communication habits can drive a wedge between clients and advisors, and ultimately jeopardize a practice’s growth potential. Discover how to deliver meaningful and authentic messages to clients.
Deutsche Bank announced plans Thursday to cut 7,000 jobs across its equities sales and trading business to get its earnings back up. But CEO Christian Sewing said he had a positive outlook on the firm’s global wealth management business. ...
Millennials Are More Prepared For Retirement than Boomers Millennials are more ready to retire than their Baby Boomer parents, according to the J.D. Power 2018 Group Retirement Satisfaction Study. The study, which surveyed 9,500 group retirement plan members, found that relative to age, millennials are most likely of all demographic groups to have set specific retirement goals and have the highest amount of savings. ...
Here's A New Way To "Relate" To Clients On-the-go advisors have a new mobile-friendly and compliant way to engage with their clients via text or voice, announced Hearsay Systems at their company summit. The new tool, called Hearsay Relate, allows advisors to make calls and compliantly send texts to clients from a dedicated business number. ...
