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ThinkAdvisor

Weekend Review

Jan 22, 2019

Best Practices

4 Easy Ways to Show the Value You Bring to Clients

By Bryce Sanders

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

Slideshow

These 11 Counties and Cities Offer Tuition-Free College Programs

By Bernice Napach

Local high school graduates qualify based on their high school GPAs, chosen college and often income. Read More

News

What's Worrying JPMorgan's Dimon? Bad Policy

By Emily Zulz

Dimon stressed the need for more compromise in government during a conversation at the Economic Club of New York. Read More

Save the Date

Bank & Capital Markets Tax Institute 2018

Join us at Bank & Capital Markets Tax Institute 2018 in Lake Buena Vista, FL on November 7th – 9th 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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