Fw: Why Your Clients Fire You

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From: ThinkAdvisor Inside Wealth Management <admin@enews.sbmedianews.com>

Date: Wed, 28 May 2014 11:30:00 -0400

To: <mainandwall@comcast.net>

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Subject: Why Your Clients Fire You

View this in your browser   The Lead May 28, 2014 Why Your Clients Fire You Why do clients leave their advisor? What makes a client choose one advisor over another? Human behavior research provides clues. Read more Featured News DOL to Delay Fiduciary Redraft Release Until January Labor Secretary Perez told a Senate Appropriations subcommittee that the redrafting of the fiduciary proposal “has been slowed down at my direction significantly.” Read more Smaller U.S. Private Foundations Thrived in 2013 Private foundations with less than $50 million in assets saw their endowments grow in 2013 for the second consecutive year, Foundation Source reported. Read more HighTower, Focus Add Wirehouse Advisors Raymond James, Commonwealth and Wells Fargo also recruit reps from rivals. Read more Advertisement Stay on top of global financial trends. Make smarter worldwide investment decisions. Uncover international opportunities. Visit www.ThinkAdvisor.com/global to learn how. International Investments Key to Fixed Income Diversification John Kvale believes that diversification internationally is not just essential for equities, but also for fixed income. Read more Featured Commentary Solving the Retirement Income Puzzle: Gamma and the Tax Efficient Frontier By David Lau You know about alpha and beta, but you should know about gamma, which provides advisors with the foundation to help clients boost retirement income. Read more     Connect with us More eNewsletters Get the best of ThinkAdvisor, from proven market updates and news, the best in portfolio construction, wealth management, and retirement plans. Check out the ThinkAdvisor eNewsletters now Think Community Join ThinkAdvisor for free today.     You have received this email at mainandwall@comcast.net. Click here to unsubscribe from Inside Wealth Management. Privacy Policy | Advertise | eNewsletters | Magazines   Summit Professional Networks 5081 Olympic Boulevard Erlanger, KY 41018 1-800-543-0874