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Skirts are getting shorter and that's bullish for the economy
Business Insider    Share    Share on FacebookTwitterShare on LinkedinE-mail article
If shorter skirts are a sign of an improving economy, then Americans have around 2,092 reasons to be bullish. Business Insider just completed a comprehensive study of hemlines from New York's Fall/Winter fashion week, which recently wrapped. And the findings were pretty clear: Hemlines are getting shorter. More

For succession to be success, advisors must face their fears
InvestmentNews    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Writing a succession plan isn't too difficult. Overcoming the concerns that inhibit advisors from tackling the project in the first place is. According to consultants and investment bankers who deal with advisory firms in transition, the chief stumbling blocks that stand in the way of advisors' creating a plan include concerns over sharing client records, fears about giving up control and getting past the anxiety of dealing with younger advisors. More

Lack of financial literacy can hurt retirement
Reuters    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Seventy percent of Americans think they have above the median level of financial knowledge, according to a recent national survey on financial literacy. However, researchers found "profound levels of financial illiteracy, which helps explain how we have people winding up with no saving for retirement and high levels of debt." More

The power of storytelling
The Wall Street Journal    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Storytelling is good marketing because it's how people naturally relate to one another, says Lowenhaupt Global Advisors CEO Charles Lowenhaupt. "Families define themselves through stories." And so do successful wealth management firms, according to Beverly Flaxington, a sales and marketing consultant to investment advisors. "Our brains are wired to process information in story form," she says. "Show someone a bunch of charts and their eyes glaze over; tell them a story and you can see their interest." More

Women view saving as a twofold purpose
Financial Advisor    Share    Share on FacebookTwitterShare on LinkedinE-mail article
While women across generations are eager to provide financial support to family members, they're placing a stronger emphasis on self-reliance, according to a new MetLife Mature Market Institute study. One tendency that appears to be universal among the women surveyed is the desire to give more financially to children or grandchildren, according to the study. Similarly, across generations, women strongly agree that they need to prepare for retirement to avoid depending on family members later in life. More

Student loans near $1 trillion hurt young US buyers
Bloomberg    Share    Share on FacebookTwitterShare on LinkedinE-mail article
As outstanding student debt approaches $1 trillion, it's one more reason record-low interest rates aren't doing more to boost housing. The tighter lending standards that have emerged in the wake of the recession weigh particularly on younger, first-time home buyers, according to a Federal Reserve study sent to Congress in January. These households tend to be younger, often have relatively new credit profiles, lower-than-average credit scores and fewer economic resources to make a large down payment, the report said. More

A crucial component of every email
Investment Executive    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Even small communications can make a big difference in the way clients perceive your business. That includes emails and, in particular, your automated email signature. Every piece of communication you send to clients presents a chance to make a deeper connection with them, says Joshua Zuchter, a business and life coach. Your email signature can be a way to let clients know how to reach you and keep them updated about your business. Follow these tips to create a professional and effective email signature. More

SEC tightens rule on advisory performance fees
AdvisorOne    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The Securities and Exchange Commission announced that it is tightening its rule on investment advisory performance fees to raise the net worth requirement for investors who pay these fees by excluding the value of the investor's home from the net worth calculation. Under the SEC's rule, registered investment advisors may charge clients performance fees if the client's net worth or assets under management meet certain dollar thresholds. Investors who meet the net worth or asset threshold are deemed to be "qualified clients," able to bear the risks associated with performance fee arrangements. More
 

 
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