Author: elghoulam

[ad_1] Catherine Falls Commercial/Getty Images Regulation Best Interest, or Reg BI, is a series of rules from the Securities and Exchange Commission (SEC) that govern how broker-dealers and financial advisors must treat their customers. Specifically, it says that these entities must act in the best interests of their client — which sounds clear enough —… Continue reading What Is Regulation Best Interest (Reg BI)?

[ad_1] With the Dow Jones (^DJI) hitting record highs and potential interest rate cuts on the way in 2024, investors have been making their way back to the stock market. As the new year approaches, so do new strategies to tackle the stock market but, where to start? Envestnet Chief Strategy Officer Rich Aneser joins… Continue reading How financial advisors team up with AI to help investors

[ad_1] It takes discipline to save up $15,000. But it only takes a few poor decisions to lose that $15,000 forever. When saving money, it’s important to avoid using your funds for things that don’t bring you a great return on your investment. There are some great ways to use $15,000, such as high-yield savings… Continue reading I’m a Financial Advisor: Here Are the 6 Worst Ways To Spend $15,000

[ad_1] PROVIDENCE, R.I., Dec. 20, 2023 /PRNewswire/ — Wealthbox, the highest-rated CRM software for financial advisors, today announces its continued No. 1 ranking for Financial Services CRM Software in ten G2 2024 Winter Report segments. In addition to being placed as a “Leader” overall and beating out competitors such as Salesforce and Redtail CRM, Wealthbox… Continue reading Wealthbox Earns #1 CRM Software Ratings Among Financial Advisors in G2 Reviews

[ad_1] The start of a new year brings hope for longer days and motivation to make big changes.   It’s also the perfect time for advisors to broach deeper conversations with clients and ensure that they are on course to achieve their short-term and long-term goals.  Whether it’s as simple as setting a budget or as… Continue reading 5 financial planning conversations for clients in 2024

[ad_1] With customer behaviors constantly evolving and regulations changing unexpectedly, even financial services firms that have not experienced significant disruptions need to be highly vigilant. They should be aware of various complex trends, such as the increasing use of mobile apps, artificial intelligence, virtual and augmented reality, gamification and cloud computing.  How can financial services… Continue reading How to safeguard your firm against these 3 disruptive tech trends