Smarten Up Institute

BREXIT is an example, albeit a very current one of how we deal with frontier markets. The big picture is how we deal volatility – which is going to continue well into 2017 and how financial advisors will need to keep their clients cool.

CRM – A Critical Year-End Reminder

CRM stands for the Client Relationship Model – a multi-year regulatory effort to ensure investors – clients – are better informed so that they can make better investing decisions that help them achieve their best financial outcomes.