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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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Julie A. Ragatz, Director of The American College Cary M. Maguire Center for Ethics in Financial Services, offers four steps an advisor should take if a client begins showing signs of cognitive impairment: recognition, courageous...

source: FSP

If you track your online Yelp or Google Review conversions, you already know how much online reviews impact your business. Online reviews have the power to boost your brand and drive sales. Or they can drive sales away from your business. In fact, 90 percent of consumers...

source: By Emma Fitzpatrick

Survey data released by D.A. Davidson & Co.’s Individual Investor Group shows more than half of financial advisors are still primarily going after new clients who are baby boomers – although the majority is unlikely to hold out that much longer. According to...


Federal Reserve Chair Janet Yellen said that while she "would not completely rule out the use of negative interest rates in some future very adverse scenario," the tool would need a lot more study before it could be used in the United...

source: Fortune

More than a month has passed since the Department of Labor unveiled the final version of its fiduciary rule, and despite years of heated debate, most advisors now say there's little to be afraid of in the new regulation. About a third of advisors say the rule will have no...

source: Financial Planning

Research into generation Y has already shown that asset and wealth managers will have their work cut out to convince this new breed of investor to part with its money in the same way their parents and grandparents did. According to research from Legg Mason, the U.S. fund...

source: Financial Times


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