Por: Forbes Business November 29, 2022
Many clients view their personal financial advisors as solely focused on investments and retirement. Businesses may reach out to their advisors only at tax time. However, there are many other impactful ways both business and personal financial advisors can assist and guide their clients. Additionally, there are new technologies and options that financial advisors can leverage to help their clients achieve optimal results. Below, 12 members share... + full article
Forbes USA Business November 22, 2022
I am the Managing Partner of — a national EB-5 visa firm with 2,000+ foreign investors from 60+ countries. Getty Attracting new clients to your business usually involves considerable expenses related to marketing and sales processes. While many new businesses view customer... + más
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Business Insider USA Business November 11, 2022
Sometimes, there can be too much of a good thing. The digitization of financial advisors' workflows has led to big benefits. Automated systems reduce the time spent on documentation, portfolio management, and reporting, freeing up advisors to build their book of... + más
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Business Insider USA Business November 01, 2022
JPMorgan launched a new program today that allows clients with as little as $25,000 in investible assets to get financial guidance from advisors via phone or video as often as they want.This new Personal Advisors channel is part of US wealth management CEO Kristin Lemkau's... + más
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MarketWatch USA Business October 30, 2022
Increased longevity means today’s 70-year-old man will live an average of 14.6 years, and a 70-year-old woman another 16.8 years, according to the . Those are just averages. Some 34% of these men and some 45% of these women will live into their 90s, and people need to prepare... + más
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Business Insider USA Business October 26, 2022
Less visible, though just as much the lifeblood of the firm, are Merrill's client associates.Their work isn't very glamorous, and they're not the face of their advisory teams, but they keep the wheels turning. Client associates frequently correspond and check in... + más
Merrill Lynch takes cues from dating apps as it tries to match more advisors with wealthy clients | Business Insider
Merrill Lynch's support staff is fed up. Here's why client associates at the massive wealth manager are heading for the door. | Business Insider
Fox News USA Politics October 17, 2022
This is the first part of a Fox News Digital series about the Arabella Advisors-managed dark money network.The firm overlooking America's largest liberal dark money network is expanding its operations as it experiences skyrocketing cash flows, which include billions of... + más
Can Your Financial Advisor Give Advice On Crypto? | Forbes
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Forbes USA Business October 07, 2022
Whether up or down, cryptocurrency garners lots of attention: 94% of financial advisors fielded client questions about cryptocurrency in 2021, according to a from Bitwise and ETF Trends. The same survey reports that 47% of advisors hold crypto assets in their personal... + más
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