New Year, Same Promises
It may not come as a surprise that 58 percent of New Year's resolutions are finance related. Sadly, 51 percent of finance-related resolutions fall by the wayside within a month, according to a Harris Interactive survey. The most popular resolutions: saving, paying off debt and reducing spending. What's more? They need you, Mr. Advisor: 53 percent of women and 34 percent of men say investing scares them. |
Current Issue Asset-Gathering MachinesBY HALAH TOURYALAI In the first half of 2008, Camden Capital Management, a fee-only RIA in El Segundo, Calif., added $100 million to its growing pot of client assets... advertisement Recent NewsREP. RESEARCHadvertisement BOOKS
Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success. Click here. Bookstore
|
| Back to Top |
