At the 10th Annual Wealth Management Industry Awards, Peter Nolan, EVP, Sales & Strategic Partnerships, Pontera discusses how his firm allows advisors to provide their clients with integrated advice on all their assets, including 401(k) plans to help grow organic AUM. Source link
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Most people (56.8%) worldwide identify as introvertsaccording to a 2020 study by The Myers-Briggs Company. Those with one introverted personality are often reflective and self-aware, prefer to write rather than talk, and feel tired after being in a crowd. Obviously, very introverted are not big fans of public speaking. Addressing an audience may be an…
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The defined contribution industry continues to focus on products and services that it thinks plan sponsors and participants should want based on logic. However, the biggest advances have come through understanding how people behave and then applying solutions that can address that behavior. One such case is automatic enrollment and escalation against target date funds….
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Las Vegas billionaire Lorenzo Fertitta has been enjoying the Northeast fall on his 285-foot megayacht. Lonianand he does not travel lightly. Wherever it goes, it also brings a second megayacht, 217 feet Hodorwhich follows Lonian and holds equipment. (To medium motor yachtby the way, it's about 40 to 70 feet, and a “large yacht” is…
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You can probably tell when your customers are drowning in too much information. Daily bombardment of intraday trading figures, doom predictions from TV pundits who have no vested interest in the client's success, recommendations from anyone they find on TikTok. … …you know you can experience this yourself. Related: Three steps to using data and…
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Opinions expressed by Entrepreneur contributors are their own. Creating loyal customers is an essential part of relationship marketing. Among their many benefits, loyal customers are repeat customers, a referral pipeline and more likely to spend more. In fact, according to a new consumer research from Marigold68% of consumers worldwide will pay more to shop with…
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During this enlightening talk, WiserAdvisor CEO Rishi Bharathan shares his insights on the topic of quality vs. quantity and why financial advisors should prioritize quality results over quantity. Rishi also talks about how wealth managers can increase visibility and credibility by taking advantage of the SEC's marketing rule, which allows advisors to use testimonials and…
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Opinions expressed by Entrepreneur contributors are their own. Imagine the “Industrial Revolution” and you quickly conjure up images of smoke stacks belching black fumes into the sky—definitely an environmental blight. Industries may have come a long way from visual smokescreens, and leading companies using sustainable methodologies are reaping significant benefits. Endurance it's not just for…
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(Bloomberg) — The celebrity with tax efficiency The ETF market is poised to add a new string to its bow, with the arrival of two funds that offer a new way for investors to cut what they owe on capital gains. The Cambria Tax Aware ETF (marked TAX) and the Stance Sustainable Beta ETF (STSB)…
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If you have recently purchased Pyrex measuring cups, you may be eligible for a refund. The Federal Trade Commission (FTC) is sending more than $88,000 in refunds to consumers after the agency took action against instant brandsmaker of Pyrex brand kitchen and home products, in 2023. The FTC accused the company of claiming that all…
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