Help your older clients avoid common blunders involving insurance, debt, taxes and other issues, which can derail their plans
Central to understanding your clients' profiles is realizing that they often overestimate their risk tolerance
Developing nations are expected to produce "good, solid returns" this year, supported by reduced reliance on exports to the developed world as well as higher domestic demand. But each country and sector is different
“Sometimes, what you don’t say matters more than what you say”
Keeping abreast of regulations should be a regular part of your business
Cultivating relationships with centres of influence can provide you with valuable new clients. Establishing and maintaining those arrangements takes time and patience
Making sure your clients are literate about the insurance products they buy can be a challenging task, but it’s necessary because planning for retirement and the insurance products they need are parts of the same continuum
Maintaining clients over the long haul is key to profitability
Finding a decent stream of income in the current low interest rate environment is challenging for financial advisors and their clients. Long-term bond yields have hit rock-bottom and short-term yields are effectively at zero. And interest rates are not expected to climb higher for at least another year — leaving yield-hungry clients with relatively few […]
The flexibility of ETFs makes the opportunities for building low-cost portfolios almost limitless