By Bruce Brumberg, JD in Forbes.com Stock-price volatility and market declines can rattle anyone—especially this time. Between the market lows of 2008–2009 and the recent market shocks caused by the pandemic and inflation, many employees with stock options and restricted stock units (RSUs) saw only rising stock prices. For many of you, the recent market […]
A recent Scottrade advisor survey finds that regardless of size, RIAs would invest first in growing their firms, followed by tech. http://www.thinkadvisor.com/2015/12/03/advisors-top-priority-growth-trumps-tech-scottrade? Those were the key findings of the 2015 Scottrade Advisor Services Study, which in August surveyed 373 RIAs online with at least $10 million in assets under management, asking where they would […]
IMAGE: Dhaval Parmar / Unsplash Financial advisor tech is more important today than ever before for achieving success. Technology tools can help advisory firms to attract more of the right clients, improve operational efficiency, provide important services and enhance client interactions. However, these tools need to be selected and implemented properly to achieve the expected results. […]
IMAGE: Ali Morshedlou / Unsplash Five Things For Employees to Review Before Year End: There are certain employee benefit related actions that should be reviewed and possibly changed periodically, if not annually. Richard Friedman from the Ayco Company points out his “top five” year end reminders, which incorporate mistakes he has seen all levels of employees make […]
