Uncategorized Archives - Page 7 of 10 - Global Financial Distibutors

Category: Uncategorized

Clients prefer blend of tech, human touch for financial guidance

Professionals have to be careful not to let technology – fully automated or otherwise – be used in lieu of in-person interaction. It’s not good for business and it’s not desired by those who seek financial guidance, according to the results of a newly released report.
Continue

Sour savings keeping many from reaching retirement sweetness

There’s good news and bad news to report on the retirement readiness front, at least according to a recent survey. The good news is that many Americans are about as confident as they were last year that they’ll be able to live comfortably once they decide to leave the workforce. The bad news? Those that are optimistic are fairly few and far between.
Continue