Tag: virtual meetings

Growing Your Practice | RFPs

The Evolving Use of RFPs

The volume has increased, as has what advisers must do to make the finals.

Growing Your Practice | Communication

Advisers review the main pros and cons of digital meetings.

Client Service March 4th, 2021

Key changes and questions can go far when engaging with clients.

Client Service December 15th, 2020

Virtual meetings and more personalized financial wellness programs are expected to continue.

Publisher’s Note

It’s clearly not been business as usual.

Practice Management

… plus a prescription for improving your presenter skills.

Friday, the Dow was down 486.27 points (1.62%) to close at 29,590.41, the Nasdaq lost 198.88 points (1.80%) to end trading at 10,867.926 and the S&P 500 fell 64.76 points (1.72%) points to finish at 3,693.23. The Russell 2000 slipped 42.72 points (2.48%) to close at 1,679.59 and the Wilshire 5000 decreased 695.95 points (1.86) to end trading at 36,787.20.

The price of the 10-year Treasury note increased 2/32 bringing the yield down to 3.691%. The price of the 30-year Treasury bond increased 5/32 bringing the yield down to 3.615%.

For the week ending September 23, the Dow was down 4.00%, the Nasdaq fell 5.07% and the S&P 500 lost 4.65%. The Russell 2000 decreased 6.60%, and the Wilshire 5000 ended the week 5.07% lower.