Industry News

5 key financial themes in 2015

U.S. stocks had a solid 2014, rising 14% through November last year, notes Jurrien Timmer, director of Global Macro at Fidelity. But will this trend continue in 2015? It’s possible, he says. Timmer outlines five key items to pay attention to this year in a report. 1. U.S. stocks could outperform global markets once again, […]

By Staff |April 14, 2015

1 min read

Industry

Use CRM2 to prove your value

As CRM2 deadline pressures mount, it’s important to remember the new rules are a client-focused initiative. Routines at the heart of client-advisor relationships, such as personal planning reviews, will change for the better. And clients will be asking new types of questions, especially about account costs and performance. Planning ahead will allow you to strengthen your value proposition.

By Paul Strijckers |April 13, 2015

5 min read