31 October, 2014 by The TZ Newswire Staff Comments Off on Hiring A Financial Adviser: Trust Trumps Performance
Hiring A Financial Adviser: Trust Trumps Performance
Investors are mostly happy with their financial advisers but not quite as much as they were last year. A new survey by Investor’s Business Daily found that 79.5% of investors who use a financial adviser are somewhat or very satisfied. In a similar survey last year, 82.4% expressed the same levels of happiness with the service they were receiving from an adviser.
31 October, 2014 by The TZ Newswire Staff Comments Off on Financial Adviser Clients Want Value; Can You Deliver?
Financial Adviser Clients Want Value; Can You Deliver?
Advisory firms with sky-high client retention rates give superior service along with reliable advice and portfolio management. They also do something that’s harder to measure: deliver value. When clients feel that they’re deriving value from their advisory firm, they’re less apt to switch. They wind up cherishing the relationship and placing complete trust in their adviser.
31 October, 2014 by The TZ Newswire Staff Comments Off on Millennial Investors Force Advisers Into Digital Age
Millennial Investors Force Advisers Into Digital Age
The first members of the millennial generation are beginning to take investing seriously. The trend is turning many financial advisers’ lives upside down. For most financial advisers, the first millennials they meet, members of the generation born between 1982 and 2000, are the kids or grandchildren of their high-net-worth clients. Others may be entrepreneurs with small businesses.
31 October, 2014 by The TZ Newswire Staff Comments Off on Could You Run A Mutual Fund? Mistakes To Avoid
Could You Run A Mutual Fund? Mistakes To Avoid
Many financial advisers successful at running separately managed accounts, or SMAs, entertain the idea of turning a successful strategy into a mutual fund. It can be a rewarding path, but it’s a business different from SMAs, and it’s fraught with many pitfalls. The typical candidate who wants to open a mutual fund has found great success with SMAs, usually with one particular strategy.
31 October, 2014 by The TZ Newswire Staff Comments Off on Best Practices: Smart Ways To Run Your Advisory Firm
Best Practices: Smart Ways To Run Your Advisory Firm
Jennifer Landon is like the Energizer Bunny: always on the go. Her on-the-run schedule includes running financial classes in three cities: her home base of Ammon, Idaho; Rexburg, about 27 miles to the northeast; and Pocatello, 49 miles southwest. And while racking up all of those miles, this youthful but seasoned pro has learned a lot of lessons. The biggest one, she says, is figuring out how to juggle.
31 October, 2014 by The TZ Newswire Staff Comments Off on Stocks zoom back to record highs
Stocks zoom back to record highs
Major U.S. stock indexes are back at record highs after a turbulent month.
Global markets roared higher after Japan’s central bank committed to a huge increase in its purchases of bonds and other…
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31 October, 2014 by The TZ Newswire Staff Comments Off on Russia charges man who caused Total CEO death
Russia charges man who caused Total CEO death
The snowplow driver that caused the crash that killed the Total oil boss has been charged, the Daily Mail reports.