In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, outlines strategies advisors can use to ease prospects’ resistance to moving their accounts.
Weak yen and rising energy prices keeps import costs high
System remains fragile as growth slows, geopolitical uncertainty rises
Regulators' initiative targets emerging digital risks, broker conflicts
Regulators aim to address concerns about retail investor protection
Dramatic revenue increase needed to keep pace with systems costs: regulators
Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
Departure clears the way for Republicans to name new top regulator
Concerns about conflicts, insider trading, manipulation in pre-hedging trades