What should advisors know about the growth of millionaires? Read more: http://bit.ly/1F0rs2V
A recent study released by InvestmentNews, Advisor Technology Study, examines how financial advisors are leveraging technology to make their firms more competitive. Central to meeting their firm’s goal is a greater focus on their clients’ digital experience. According to the study, there is a 50 percent growth in the number of firms emphasizing client experience. The change in …
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The Yale Model was developed in 1985 by David Swensen and Dean Takahashi, and it is core to investment strategies that asset allocators, commonly endowments and foundations, often follow. The model calls on allocators to diversify their portfolio amongst five to seven asset classes, focusing more on equities. It additionally emphasizes … Read more by clicking on image.
Did you know that there are over 35,000 financial planning firms on LinkedIn today? Besides that, Facebook is no longer the arena for teens and young adults. There is a 78% usage rate by those with an income of $75,000 a year and higher. View more to find out how social media has evolved and became increasingly relevant for the Financial Industry by clicking on the image.