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Financial Advisor blog and directory for Iowa

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Financial Advisor IQ - Headlines

Welcome to Financial Advisor IQ. Finding and winning new clients. Select Issue By Date. Billion-Dollar Merrill Lynch FAs Go Indie to Avoid Cross-Selling. Advisors say they didn’t want to cross-sell Bank of America products. Your Local Credit Union Has a Secret Weapon Against Financial Advisors. Some of these cooperatives could pose a threat to rivals going after down-market wallet share. SEC Brands Wedbush "Recidivist" Amid Pump-and-Dump Fraud. BD Advisors React to Appeals Court Striking Down the DOL Rule.

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Home | James V. Peters, CLU, ChFC

James V. Peters, CLU, ChFC. Can Election Results Predict the Market? How do the markets usually react to elections? Was the 2016 election any different? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. The market is as unpredictable as the weather. We’d love to help you prepare. Grace Wealth Management Group, Inc. 160;In addition to offering over 22 years of expertise in Financial Planning, we are now offering dinner works...

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Advocis FinancialAdvisorJobs.ca - Advocis' career site for financial advisors

Enhancing the professionalism of financial advisors in the best interest of the consumer. Welcome to Advocis FinancialAdvisorJobs.ca. Advocis FinancialAdvisorJobs.ca is dedicated to connecting the best talent in the financial services industry with top-notch jobs through a quick, easy-to-use career site. Candidates can utilize this free service to seek new career opportunities with top financial services companies. Start searching for jobs. Not an Advocis member yet? How do I join? See our rate plans.

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Financial Advisor jobs ~ all Financial Advisor jobs with one search (USA) | FinancialAdvisorJobs.org

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Financial Strategies for Kelowna Business Owners

Financial Strategies for Kelowna Business Owners. Monday, December 7, 2009. How to show your clients you appreciate them. Hello everyone I would like to extend a great article put together from Dan at the Investment Executive. He shares some great ideas for showing your clients you appreciate them. Dan has written numerous examples and ideas that can be implemented quickly as the holiday season comes closer. It really is the thought that counts. Dustin Serviss - Kelowna Financial Advisor. If you switch i...