Financial planning is often seen as a loss leader for many financial advisors so they can gather AUM. However, done well, it is often the catalyst for a long and enduring relationship with your client, as any plan will require consistent follow up and tweaking to meet current challenges.Don...
Your target market is the specific group of people you want to reach with your marketing efforts. In general, it is made up of people who have problems your product or service can solve. Making them more likely to eventually become customers or subscribers. Understanding your target market will...
A (retired) tag is seen next to Administrative Templates and the Create button is now greyed out. Other templates will continue to be supported.However, customers can now use the Settings Catalog for creating new Administrative Templates configuration profile by navigating to Devices > Configuration ...
A 401(k) plan is a workplace retirement savings account. 401(k) accounts get their odd name from the section of the tax code that created and governs them. Workers and employers can both make deposits to the account until they hit annual contribution limits. The federal government provides ...
What is a 401(k)? Named for the tax code section that created it, a 401(k) is an employer-sponsored retirement savings plan with special tax benefits. (The exact tax advantages depend on which kind of 401(k) contributions you make—more on that later.) Employers typically offer 401(k...
Once you have an open seat, it is time to add a user. Only admins can add users. To add a user, follow these steps: Go to Settings and select the Users tab on the left side of the screen. In the Users section, click the Add User button at the top of the screen. Enter th...
Financial advising is a hot topic, and it pays to stay up to date on the Department of Labor'sFiduciary Rulings, as they may have a significant impact on the financial advising industry. Financial Advisors and Investments It’s important for you, as the consumer, to understand what your pl...
To be fair, this is a very valid concern. Surely, we risk falling foul of Google’s duplicate content rules by repurposing content? The short answer is no. If we do content repurposing correctly, we’ve got nothing to worry about. We’re tweaking our own content and never reposting somet...
aThis section has shortly described what has been done on the different problems in the strategic planning of a fixed route service. As can be seen from this literature review, optimization can be used to address all the problems in the strategic planning process of a fixed route service. 正...
This section focuses onalternative investmentsincluding real estate, private equity, hedge funds, infrastructure, and commodities. The Level I curriculum for alternative investments is of an introductory nature, with a 7% to 10% exam weight, so expect between 12 and 18 questions.4 ...