Author: AdvisoryWorld_RS
Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
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- avoiding mistakes
- bills
- client relationships
Financial Literacy and Household Stability on Shaky Ground
by Ryan W. Smith Financial literacy and household financial stability among Americans has rebounded slightly in recent years, according to an under-reported tri-annual report from FINRA, but several emerging trends are beginning to take hold …
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- avoiding mistakes
- bills
- client relationships
Financial literacy among Americans is declining at such a rate few positives can be seen. What’s happened?
As part of FINRA’s continuing research, this financial literacy questionnaire is always active: http://www.usfinancialcapability.org/quiz.php . The link leads to an on-going survey with five general questions about economics and finance. These questions cover topics from …
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- avoiding mistakes
- bills
- client relationships
How many Americans are taking out non-traditional loans to meet monthly expenses or making minimum credit payments?
Financial literacy and household financial stability among Americans has rebounded slightly in recent years, according to an under-reported tri-annual report from FINRA, but several emerging trends are beginning to take hold in the American economy. …
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- avoiding mistakes
- bills
- client relationships
Household financial stability has rebounded slightly, but many are still having significant trouble meeting monthly financial obligations. Why?
Financial literacy and household financial stability among Americans has rebounded slightly in recent years, according to an under-reported tri-annual report from FINRA, but several emerging trends are beginning to take hold in the American economy. …
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- Advisor Spotlight
- client relationships
- financial advisors
Advisor Spotlight: MaryAnn Dahl Sets the Highest Standards in Analysis and Reporting, Impressing Plan Sponsors and Individuals Alike
MaryAnn Dahl is Director of Research and Reporting at Deschutes Investment Consulting (DIC), a leading retirement plan consulting and wealth management firm based in Portland, Oregon. Advisor Spotlight is a series that features select AdvisoryWorld …
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- client relationships
- financial advisors
- financial planning
Using Social Media to Attract New Clients
by Ryan W. Smith As social media and interactive websites have proliferated in recent years, there are some advisors who have found unique ways to harness these forums and attract new clients. Many writers, celebrities, …
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- client relationships
- financial advisors
- financial planning
What social media sites have the most users?
Facebook reports that it has approximately 1.23 billion active monthly users and well over 2 billion users in total. LinkedIn has 467 million users while Instagram has 100 million active users each month, about the …
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- client relationships
- financial advisors
- financial planning
What is more influential today? A neighbor’s opinion or a social media post with 1,000 likes?
It depends greatly on the topic, but in today’s world, it does appear that a stranger’s comment or post with 1,000 likes is more directly influential than the opinion or knowledge of an acquaintance. There …
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- 401k
- Affordability
- avoiding mistakes
Best & Worst States to Retire in the U.S.
by Ryan W. Smith A successful retirement has many variables to consider before the equation comes into clear view. Retirees must save enough money to help with living expenses during their golden years, they will …