IAW News
Clients Trust Advisors More Than Financial Firms
- Saturday, 02 February 2013
Clients view their advisors more favorably than the financial firms that advisors represent, reports Financial Advisor.com.
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Four Strategies to Boost Production
- Saturday, 02 February 2013
Teaming up with other advisors, specializing in a targeted client segments, crafting formal retirement plans and tracking milestones, including clients’ home purchases, job changes and marriages can boost productivity by up to 30%, reports Financial-Planning.com.
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LPL to Lay Off Workers, Outsource Back Office Jobs
- Saturday, 02 February 2013
LPL plans to lay off an unspecified number of back office workers during the second half of this year as part of outsourcing, reports InvestmentNews.
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