Monthly Archives: December 2013

Starting the Holiday Party Conversation

In the September 23, 2013, issue of Investment News, various advisors were asked how they respond to the question: “What do you do for a living?” Out of the eight who were quoted, two began with: “I am a CFP,” and “I am a professional.” Three began with: “We are, We believe, or We help.” And only one began by ...

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Greatest Financial Concerns for Non-Retirees

A new survey of investors who are currently working shows that concerns about rising health-care costs, changes to Social Security and/or Medicare, and running out of money are among the greatest financial worries in retirement. The percentage citing these concerns increased since prior surveys. According to the study, conducted as a part of the John Hancock Investor Sentiment Index by ...

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Four Under 40: Nominate A Rising Star Now!

Someone you know is a leader. They’re successful, giving, and a great example for their peers. Nominate them for Advisor Today’s Four Under Forty Award. It’s the recognition they deserve and the next step in their amazing career.

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Moral and Social Values at Work Rank Highest in the U.S.

ECCO International, a network of public relations and marketing communications consultancies in over 40 countries, released its global Index of Corporate Values 2013. The index reports that moral and social values in the workplace rank higher than any other category in the U.S. Alpaytac Public Relations/Marketing Communications participated in gathering information for the report, which was released earlier this year. ...

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