Nerd's Eye View
OCTOBER 13, 2023
The study also identified factors that separated firms experiencing the greatest organic growth from others, which include offering a comprehensive suite of services, having a higher 'close' rate with prospects, and, perhaps counterintuitively, a lack of satisfaction with their client experience. Read More.
Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
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Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
Nationwide Financial
AUGUST 14, 2022
Although 53% isn’t ideal, this number shows improvement from 35% in 2009. 1 In addition to basic savings accounts for emergency funds, this could also be a good time to also discuss 401(k) investments, HSA accounts, and other long-term investment options. Clients should be aware that taxes could increase over time.
WiserAdvisor
FEBRUARY 21, 2023
Some studies also show that by 2034, the number of older adults will outnumber children. Due to the lack of technological know-how in the older generation, many scammers use new-age methods, such as obtaining passwords, account numbers, Social Security numbers, etc., Additionally, it also helps clients manage their money better.
Diamond Consultants
JUNE 28, 2023
In fact, in our most recent Transition Report for Advisors , we determined that wirehouses, regionals, and boutiques have all added a meaningful number of talent to their firms because each offered what advisors desired to achieve their goals with greater control. Yet he was unable to provide those services.
The Better Letter
APRIL 29, 2022
The entire conceit is ridiculous because the “news” being reacted to is almost always functionally irrelevant to any meaningful investment process. The latest capacity utilization number may become a helpful piece of the economic puzzle, but it is highly unlikely to suggest any major change in the economy.
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