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Financial Services Spotlight10

March Article Roundup

Monday March 31, 2014
It's been an interesting month for markets, what with the Ukrainian situation making investors nervous about their European holdings, and the Fed's tapering activities causing emerging market equities to tank. I look forward to seeing how badly the unusually harsh winter affected Q1 GDP growth and whether we can expect a brighter spring. Read More...

Reach Out to Clients When Markets Decline

Friday February 28, 2014
February's been quite the month in the markets and a lot of advisors have been taking the step of reaching out to their clients for education and reassurance. Being proactive about addressing potential client concerns is one of the hallmarks of a great advisor; it can be challenging to find the time and creative energy to develop content around client concerns, but it needs to be done. Here are some great ways to stay ahead of your clients without taking a ton of time: Read More...

Diversify Your Financial Advisory Practice

Friday January 31, 2014
Does financial services have a diversity problem? Demographics in the U.S. are changing and new subsets of investors are taking on new important to financial services firms. How can advisors attract women clients and serve new ethnic groups? Read More...

January Roundup

Friday January 31, 2014
January was an interesting month in the financial services industry, what with the rollout of Obamacare, jittery markets, and a continuing Fed taper. Here are a few of the articles that we posted this month: Read More...

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