Monthly Archive: April 2024

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Wells Fargo Misses Interest Income Estimates

Wells Fargo & Co. missed estimates for net interest income in the first quarter, a sign that muted loan growth and increased pressure to pay out more for deposits are eating into the benefit...

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5 Ways to Use Testimonials & Boost Your Client Experience

Financial advisors have long bemoaned restrictions on client testimonial. But after more than a year since the Securities and Exchange Commission Marketing Rule became mandatory, still only 7% of advisors are using client testimonials....

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Artificial Insurance Trends in Insurance

By SortSpoke — The Property and Casualty (P&C) insurance sector faces many complex challenges. Inflation, climate change and social unrest have led to increasing losses, and a hardening reinsurance market makes it more difficult...

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4 Spring Check-in Conversation Starters

What You Need to Know Your clients have just paid, or officially put off paying, their income taxes. They might be interested in hearing about Secure 2.0. They must hear about the end of...