A good year may be the time to sit back, relax, and relish in your success. Or is it? As any financial planner will tell you, complacency shouldn’t be in your vocabulary; and it certainly shouldn’t be a common theme …
If financial advisors could predict the future they would have no dissatisfied clients. But the best they can offer their clients are accurate predictions and recommendations based on their knowledge of the financial system. As such, clients really can’t blame …
In addition to serving your community and doing something worthwhile and valuable for others in need, volunteer work can augment your finance career and serve as a resume builder. Here are just a few of the volunteering options that may …
According to a recent survey by the Lincoln Long LifeSM Institute, more affluent seniors in their 70s (referred to as “successful seventies” in the survey) are seeking outside financial help to manage their finances throughout their retirement. The survey found …
A recent study by Russell Investments, Financial Professional Outlook, revealed that financial advisors remain optimistic about their ability to acquire new clients and grow their businesses in 2013. It’s no surprise really that financial advisors are in this positive mindset, …
A newly released white paper by Envestnet/Tamarac, a provider of web-based portfolio and client management software for independent advisors and wealth managers, showed that integrating technology into their business has helped financial advisor boost their income by an impressive 20 …
Where are all the stockbroker trainees headed? It appears many are headed straight to Edward Jones. Large brokerages are having a tough time, to say the least. In fact, the Wall Street brokerage business environment has changed dramatically in the …
It looks like the Republicans and Democrats will be at it again debating tax increases and spending cuts. President Obama is drawing the line on the United States debt with tax increases as his solution. He is calling for the …
If the start-up isn’t a tech company, it may have a hard time finding investors. In fact, unless a consumer products company has surpassed $10 million in sales, it doesn’t even begin to attract private equity investors. As a result, …
Every manufacturing firm, retail store, service company and governmental agency should have an operating budget. In essence, an operating budget is the quantification of a company’s business plan. In order to create a functional and realistic operating budget, it is …