First impressions count, so prepare well for your first meeting with a client. Get to know as much as you can about the person and be ready to answer questions.
Investing News
Financial advisors should know what industry experts are dishing about. Here are five blogs to bookmark.
Working on Wall Street could mean you’re an investment banker, fund manager, or media star. Read what it takes to land a high-paying Wall Street job.
While advisors frequently debate whether active or passive management is superior, many forget that there is a middle ground to consider.
Restaurant chain Chipotle Mexican Grill (CMG) posted higher-than-expected earnings and revenue in the third quarter as consumers splurged on burritos despite more-expensive menu prices.
Chiefs quarterback Patrick Mahomes joined a group investing in Formula 1 team Alpine. The two-time Super Bowl MVP is invested in several sports teams and a fast-food chain, and has an estimated net worth of $70 million.
Luis Alvarez | Digitalvision | Getty Images Company: Concentrix (CNXC) Business: Concentrix provides technology-infused customer experience (CX) solutions and runs customer service for 2,000 customers globally. They are the second largest outsourced CX company globally and provide CX process optimization, technology innovation, front- and back-office automation, analytics and business transformation services. It also offers customer
To receive Supplemental Security Income (SSI), a beneficiary cannot breach specific income and asset limits. If they do, benefits can be decreased or eliminated.
The best way to grow your financial advisory business quickly is to amp up the ‘know,’ the ‘like’ and the ‘trust’ factors.
The United Nations formed an advisory body to support greater international cooperation on the governance of artificial intelligence.
U.S. equities dropped at midday on Thursday, Oct. 26, 2023 after weak earnings news and corporate warnings.
Citizens Bank offers a 14-month certificate of deposit (CD) account with a decent APY. Learn more about its features and how to open a new account.
All eyes are on the Federal Reserve’s Wednesday meeting for hints about whether interest rates on all kinds of loans will remain at their highest in decades—or if they’ll go even higher.
The best CD rates available nationwide are 6.50% from Financial Partners Credit Union, 6.00% from Credit Human or Sandia Area Federal Credit Union, and 5.80% from Seattle Bank.
Solar power stocks tumbled after Enphase Energy missed sales and profit estimates and warned that current quarter revenue will be well below forecasts.
ExxonMobil profit fell sharply from last year’s all-time high on drops in oil and natural gas price realizations.
If you’re not sure what gift taxes are, read on and we’ll explain.
University of Michigan’s measure of consumer sentiment fell after two steady months on increased worries from high earners and elevated inflation expectations.
Investopedia’s updated special edition print Retirement Guide explores where to retire, wealth-building strategies for every age, and how to make your money last.
Amazon’s profit more than tripled, outpacing analysts’ estimates, as a burgeoning ad sales business grew 26%.
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