How to Grow Your Business

May 15, 2014

By Rosemary Smyth, MBA, CIM, FCSI, ACC and Aaron Hoos MBA As a financial advisor starting out in the business, you face a steep learning curve as you learn how to provide valuable advice to your clients while ramping up your business with relentless prospecting. Fortunately, you don’t have to start out “cold” and you can avoid many of the mistakes of the financial advisors who have gone before you. If you want to take charge of your career and advance more quickly than you tho...

Different Strokes for Different Folks

May 15, 2014

By Ayo Mseka Baby Boomer and Generation Y investors share the same top three investment considerations, according to a global survey by deVere Group, a firm that has 80,000 clients and $10 billion under management and advice. Those in their 50s to late 60s and those between the ages of 18 and 30 ranked risk level, portfolio diversity and previous returns on investment as the three most important factors to consider when selecting investments, the survey notes. Those in Generati...