Topics from November, 2009
- Monday, November 2. 2009
- Posted by Michael Kitces in Planning Profession
Stay Connected to Nerd's Eye View!
@MichaelKitces on Twitter
- RT @barclayswealth 40% of wealth management firms have a dedicated client experience head - @WealthBriefing report http://t.co/o6DtHtF6kR4 hours ago
- Some interesting points here: "On the Future Size of Investment Advisory Firms Under Fiduciary Standard" http://t.co/Du9GWHVCmN via @140Ltd11 hours ago
- An Hour's Worth Of Weekend Reading for Financial Planners (May 18-19) - http://t.co/jLLrZxFiO412 hours ago
- "A salesman handles objections. A wealth manager sets expectations with distinctive, relevant questions." http://t.co/U68UraVJOL via @RIABiz13 hours ago
- 'Googling yourself isn't vain, it's just prudent now!' "Controlling your online image" http://t.co/Qp2AQWVFKZ via @Reuters @AshleyPLau17 hours ago
- Interesting. Auto-enrollment boosts savings for non-savers, reduces for those who would've saved anyway? http://t.co/6IPBNB0gJZ @MarketWatch21 hours ago
Categories
What Michael's Reading Now
Quicksearch
Archives
Powered by s9y – Template by Optional Necessity.