For investors, the Investment Policy Statement (IPS) may be the best tool for defining where they want to go and how they expect to reach their destination. In this post we will be discussing the benefits of an IPS.
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This is a must-read post regarding new variable strategies. As your clients become introduced to two new VA products, they may find that old perceptions melt away, discovering new value in a cornerstone retirement planning product.
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There is no universally accepted definition of leadership, but one definition might be that leadership creates a vision, inspires others to work toward achievement of that vision and manages its delivery.
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In this post you’ll read that findings suggest that greater gender diversity can result in higher productivity, more innovation, better decision-making, and higher employee retention and satisfaction.
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The cornerstone of any marketing plan is that it sets SMART goals that are specific, measurable, attainable, realistic and time-bound. Measuring results can take a number of forms; however, financial services companies evaluating their marketing budget should be top of mind.
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