Archives - October 2018

30
Oct

Financial Advisors need to take a lesson from Humpty Dumpty

Financial Advisors need to take a lesson from Humpty Dumpty Too many fail to master the meaning of words and how to use them, costing clients, revenues, study says From RIABiz with Oisin Breen Published: October 30, 2018 Original Post: https://riabiz.com/a/2018/10/30/financial-advisors-need-to-take-a-lesson-from-humpty-dumpty-too-many-fail-to-master-the-meaning-of-words-and-how-to-use-them-costing-clients-revenues-study-says   RIAs and financial firms are losing out on sales, because they’ve forgotten how …

30
Oct

The top 20 worst fund houses for confusing Kids

The top 20 worst fund houses for confusing Kids From Wealth Manager Published: October 30, 2018 Original Post:https://citywire.co.uk/wealth-manager/news/the-top-20-worst-fund-houses-for-unreadable-info/a1170373?ref=wealth_manager_all_stories_list   Jargon is a common barrier to financial literacy but in too many cases obscurity is just one factor inhibiting understanding. Comprehensibility is a particular problem when it comes to key information documents, which are supposed to …

Paste your AdWords Remarketing code here