General (13)

Advisory Firms Weigh In On Midterm Elections

Advisory firms have provided a variety of perspectives on what the midterm elections may mean for capital markets. One common theme is that the Democrats' success in the House of Representatives and the Republicans' success with maintaining a majority in the Senate will result in legislative gridlock that may be favorable for equity markets.


Managing Client Expectations Amid New Tax Law, Margin Investing

Advisors can strengthen their client relationships by ensuring that investors have reasonable expectations for investment returns and other financial matters such as anticipated tax obligations.


Financial Literacy Gaining Importance as Deregulation Grows

Deregulation could allow lenders, credit card companies and other financial institutions the freedom to engage in activities that some industry observers believe are predatory or abusive, so financial literacy is becoming increasingly important. So reports U.S. News & World Report.


Pace of Innovation Likely to Accelerate in 2018

Industry competition for clients and the growing popularity of low-cost robo-advisors are likely to continue increasing pressure on advisors to lower their fees. Read more...

Financial Marketers Embrace Infographics

T. Rowe Price wants to ensure clients and prospects that investing with the firm can result in being “on the right side of change.” It makes the argument concisely with less than 300 words, thanks to an infographic that identifies various types of technologies that are disrupting industries.


Trump Victory Highlights Need for Keeping Emotions in Check

Capital markets have reacted dramatically to Donald’s Trump’s presidential election. 


Year in Review: Client Communications and Capital Markets Dominate Readers’ Interest

In the highly competitive financial advice industry, communication skills play a big role in winning new clients. After all, even advisors with the best services won’t capture new business if they can’t convey their capabilities to prospects in a compelling way. In a similar manner, strengthening existing client relationships also requires advisors to navigate a host of communication challenges. With that in mind, it’s not surprising that four of the top read Progressive Financial Advisor articles in 2014 dealt with communications.


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