background preloader

SEC Won t Rewrite Advisor Compliance Rules for Social Media

Related:  Financial Svcs Practice Management

Millennial Consumers: Engaged, Optimistic, Charitable [STUDY] A study comparing Millennials with non-Millennials sheds light on some of the key behaviors and attitudes of the generation. Currently numbered at 79 million — and growing in influence — Millennials are expected to outnumber the Baby Boomer population 78 million to 56 million by 2030. The Boston Consulting Group recently surveyed 4,000 Millennials aged 16 to 34, as well as 1,000 non-Millennials aged 35 to 40. Jeremy Vohwinkle - Your Guide to Financial Planning Jeremy Vohwinkle has spent a number of years helping individuals make sound financial decisions as an investor, financial planner, and retirement planning specialist. In addition to working with individual clients, he provides articles, resources, and educational materials that benefit those who are seeking financial advice. Experience:

FACEBOOK: I WANT MY FRIENDS BACK If you want to send Facebook a message, please feel free to use our graphics for your Facebook page This has been brewing since around May. At least that’s when we first started noticing it here at Dangerous Minds and we certainly weren’t the only ones. Financial plan In general usage, a financial plan[1] is a series of steps or goals used by an individual or business, the progressive and cumulative attainment of which is designed to accomplish a financial goal or set of circumstances, e.g. elimination of debt, retirement preparedness, etc. This often includes a budget which organizes an individual's finances and sometimes includes a series of steps or specific goals for spending and saving future [[]]. This plan allocates future income to various types of expenses, such as rent or utilities, and also reserves some income for short-term and long-term savings. A financial plan is sometimes referred to as an investment plan, but in personal finance a financial plan can focus on other specific areas such as risk management, estates, college, or retirement. Context of Business[edit]

Financial Planning Software Usage By Independent Financial Advisors; Results Of A Survey Of 2,019 Independent Advisors Shows MoneyGuide Pro Is No. 1 Which financial planning software is most popular with independent investment advisors serving high-net-worth individuals? MoneyGuide Pro is the clear leader (29.8%) followed by NaviPlan Extended (7.9%), Money Tree Silver (5.8%), and e-Money (5.7%), according to a poll of members of Advisor4Advisors. This Website Is For Financial Professionals Only Seventy percent of A4A members are investment advisors with no broker-dealer (BD) affiliation—fee-only financial advisors—while 30% of those surveyed are licensed to sell securities and affiliated with a BD. MoneyGuide Pro’s success with this hard-to-please segment of the professional financial advice business is laudable. MoneyGuide Pro, in a survey of 1,100 advisors in 2002, was used by 5% of those polled, was one of seven planning apps we asked advisors about, and was one of only two Web-based planning apps available at that time.

Holding Onto Clients: Start by Listening In my blogs over the past few weeks we've discussed how unmet expectations lead to client departures (see my Oct. 8 blog, Matching Client Expectations With What You Offer: the Portfolio). In this post, I'd like to highlight a few things advisors can do to help retain clients. Most advisors understand that when a client leaves, the client feels their actions are justified. However, the actual reason may or may not be rational. This is because human beings are not always rational. Also, people make decisions based on the information they possess at a given point and time.

Zecco Wall Street Facebook App Review What do you get when you mix investing with the largest social media network in the world? Zecco’s new Wall Street app for Facebook. Zecco has been known for years as one of the leaders in inexpensive trading and now they are taking it one step further by fully integrating their platform with the ever-growing social media king. 10 Business Promotion Techniques in Facebook Would you like to improve attendance and activity on your business page in Facebook? We have prepared for you some interesting practical tools for this task – 10 business tools that will help to increase the popularity of your page. 1. Establish Contact with the Managers of other Pages in the Social Network This is a great move. Contact with admins of other pages on Facebook that have the target audience, similar to yours.

Related:  HNW Clients