I know you know what AUM, basis points, and ROI mean. You even know how to define ROI, P/E, yield curve, duration, and EBITA.
Is your body language contradicting what you're saying? Are your actions or behaviors undermining your words?
Market uncertainty and a bizarre presidential administration have made some financial advisors, and their clients, a bit anxious. Here are what some mutual fund companies are doing to help alleviate some of that anxiety.
Marketing managers can spend hours on fact sheets, data and charts for you to use in client meetings. But should they?
Just a little over two weeks from Halloween and it's Friday the 13th! For some, today is too creepy to handle.