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ThinkAdvisor

Daily Wire

Jan 22, 2019

'Black Monday': Getting Laughs From the Worst Market Crash Ever

By Jane Wollman Rusoff

The writers of the new Showtime series tell ThinkAdvisor about their take on '80s Wall Street high jinks. Read More

Best Practices

4 Easy Ways to Show the Value You Bring to Clients

By Katie Rass

These strategies have virtually no dollar cost outlay on your part. Your only investment is time. Read More

News

Waters, McHenry Introduce Bill to Curb Insider Trading

By Melanie Waddell

The bill requires SEC to ensure corporate insiders cannot indirectly make illicit trades through trading-plan changes. Read More

News

Single Women Most Likely to Face Retirement Income Shortfall: EBRI

By Michael S. Fischer

Half of single women had retirement deficits, and 10% had shortfalls of at least $223,000. Read More

News

Rig Slowdown Signals Shale Retreat

By Austin Weinstein

Oil explorers are reluctant to expand activity without more concrete signals that the recovery will endure. Read More

News

Remember: Volatility Opens Up Other Investment Opportunities

By Ginger Szala

Afraid to walk the market tightrope? BNP and Northern Trust offer suggestions and cautions for 2019 investments. Read More

Save the Date

Bank & Capital Markets Tax Institute 2018

Join us at Bank & Capital Markets Tax Institute 2018 in Lake Buena Vista, Florida, on Nov. 7–9 for the must-attend event for all forward-thinking bank tax professionals. Learn More

Resources

The Financial Advisor's Guide to Compliant IM and Collaboration

Sponsored by: Smarsh

Instant messenger makes it easier to communicate, but also runs the risk of violating regulations if you’re not careful. Learn how to connect, yet still remain compliant. Learn More

Why Compliance Officers Should Say 'Yes' To Text

Sponsored by: Smarsh

The new generation of clients and employees want to communicate through text messaging. Learn how your firm can make changes to accommodate this preference. Learn More

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