Tag: Financial Advisors
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J.D. Power Finds Risks, Opportunities for Financial Advisors in Emerging Affluent Category
[box]Charles Schwab & Co., Inc. Ranks Highest in Full Service Investor Satisfaction for Second Consecutive Year[/box] COSTA MESA, Calif., April 6, 2017 /PRNewswire/ — Emerging affluent investors—defined as Millennials1 with $100,000 in investable assets—currently control the largest portion of at-risk assets managed by full service financial advisors, according to the J.D. Power 2017 U.S. Full Service Investor…
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How Financial Advisors And Clients Both Miss Out On A Significant Opportunity
Imagine a person who has invested a hefty sum of money and is in dire need of assistance managing that investment. And imagine that person’s financial advisor saying he or she can do little or nothing to help. For many Americans who are saving for retirement, that scenario is a reality. “A huge chunk of…
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As Investors Seek Tech-Savvy Advisors, Will Financial Professionals Adapt?
Whether it’s mapping the shortest driving route with GPS or making restaurant reservations through a smartphone app, people expect technology to provide them with the answers and the assistance they need. And increasingly, tech-savvy investors are carrying those expectations into the world of finance. “People live lives that are tech-focused, and more and more they…
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Why investing into Australia makes sense
Investing into Australia For a country that is renowned for it very tough and rigid regulatory environment many international advisers, private investors and family offices may not be aware it a fairly simple procedure to invest directly into Australia. Elston offers a range of risk defined portfolios via our Individually Managed Account (IMA) that is…
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Impact Investing Survey Results
SURVEY: 2 OUT OF 5 FINANCIAL ADVISORS SAY THEY ALREADY OFFER “IMPACT INVESTING” TO CLIENTS, ANOTHER 15 PERCENT PLAN TO DO SO Financial Advisors Agree: Millennials, Women, and College-educated Investors are Top Three Groups Driving the Availability of Impact-Investing Choices COLORADO SPRINGS (October 28, 2015)—“Impact investing” is a hot topic in the financial world today.…
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Top 10 Errors Made by Financial Advisors and How to Avoid Them
Financial Advisers can have great opportunities and be real assets to their communities, but they can fall prey to avoidable mistakes. Mistakes 1 through 6 cover ethical concerns and 7 through ten cover business strategy and personal concerns. 1) Making uninformed judgements. In order to stop mistakes, be sure to double check appropriate rates and…