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Only 4 in 10 advisors are satisfied in their current roles, found @Fidelity4BD_RIA's recent study. By building engaged, connected teams, & offering digital tools that help advisors work more efficiently, employee satisfaction can improve. thinkadvisor.com/2019/05/03/are… @think_emilyz
Why investors should pay attention to employee satisfaction when choosing stocks: @ThinkAdvisor article thinkadvisor.com/2019/05/06/hig…. By @think_emilyz @RA_Insights @LBS
For every reporter there are six PR workers bloomberg.com/news/articles/… via @business
Moonlite Bunny Ranch, a legal brothel, has "the best financial literacy program I’ve ever seen," @AllisonSchrager says. thinkadvisor.com/2019/04/30/how…
We are NOT picking on millennials, but we want to post info that is good for those with YEARS to go! @think_emilyz has compiled a list of 10 financial mistakes millennials make. From the many conversations we have, we hear 2, 3, 4, 5, 7, 9, & 10 the most! bit.ly/2XEKZWv
"...advisors must evolve their definition of advice to include nonfinancial aspects of the client’s life and curate a meaningful experiential process for their clients." #CerulliResearch @ThinkAdvisor @think_emilyz ow.ly/sL2H50rc7Ui
Portfolio Products: @Broadridge Financial Solutions, Inc. plans to launch a new app that makes investor voting easier; m+ funds expanded its Defined Outcome Fund menu & MarketAxess launched a suite of U.S. Investment Grade Indexes. trib.al/c7HiEcg #ThinkAdvisorTech
It was great chatting with you, @RichSteinmeier! Read more about what we talked about here: at.law.com/QZmPGw?cmp=sha…
“There is demand for independent advice, and we want to meet advisors where they are with a model that suits their needs.” -@RichSteinmeier It was great sitting down with @think_emilyz of @ThinkAdvisor today!
1 in 5 Investors Don't Have an Advisor but Want One: Wells Fargo at.law.com/ii4f4o?cmp=sha…
After negative feedback from members, merging the chapters is "off the table," @fpassociation President Evelyn Zohlen says. at.law.com/3VoCdx?cmp=sha…
A lack of personal financial education is apparent in @wallethub’s latest study that ranks states by financial literacy. at.law.com/5D7xPt?cmp=sha…
Under Cherry’s leadership, @BlueHubCapital has invested more than $2 billion and has leveraged more than $7 billion of public and private investment. trib.al/qwKWTSh
New York comes in at No. 10. Find out which other states have the best financial literacy here: at.law.com/JYQpBF?cmp=sha…
I spoke with Elyse Cherry of @BlueHubCapital about how she became an impact investing pioneer at.law.com/t8LWRH?cmp=sha…
Major stock market shifts should be at least partly foreseeable; yet they aren't. Economist Robert Shiller explains why: at.law.com/KXD8z3?cmp=sha…
Reminder: VOTE for your favorites in this year's IA25 @InvestAdvMag if you haven't already! thinkadvisor.com/2019/03/27/vot…
Tell us which leaders and innovators most affect your advisory business. Vote now for Investment Advisor’s annnual list of the top 25 influencers. at.law.com/dXgtCt?cmp=sha…
“Around 2006, you saw a sea change with a lot of private-sector plans adopting auto-enrollment,” @jmfranzel told media. “In the public sector, not so much." ow.ly/Zj5350nKjzH @think_emilyz @ThinkAdvisor @ICMARC #Retirement #StateandLocal
Passive market share to overtake active in 2 years, according to @MoodysInvSvc at.law.com/mBQw8J?cmp=sha…
I talked with @StateStreet's Brie Williams about why targets alone won’t fix the gender imbalance in finance at.law.com/u8uzfC?cmp=sha…
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Financial Advisor IQ
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