15 Holiday Greeting Templates to Stay Top of Mind With Your Clients
Should you’ve ever acquired a handwritten letter, you understand how thrilling it's to open an surprising, optimistic piece of mail. ...
Tag: clients
Bank Clients Just Dipped Their Toes Into Bitcoin ETFs, but Q4 Could See a FOMO Spike
Different top-tier banks/wealth administration operations, together with Morgan Stanley, Cantor Fitzgerald, Royal Financial institution of Canada, Financial institution of America, ...
The Alternative Investment Gender Gap: Marketing to Female Clients
Why do males allocate twice as a lot of their property to different investments as girls do? That’s one of ...
UWM Launches KEEP to Recapture Prior Mortgage Clients for Its Broker Partners – The Truth About Mortgage
I’ve stated for some time that the mortgage recapture sport was going to ramp up and get extra aggressive.Buyer retention ...
Top loan officer on the keys to retaining clients for the long haul
Maintaining that “intentional” method in thoughts has been a key focus for Mike Rankin (pictured prime), president of Clearpath Mortgage ...
Harris wants a 28% capital gains tax rate for top earners. Here’s what advisors are telling clients
Democratic presidential candidate Vice President Kamala Harris arrives at Portsmouth Worldwide Airport in Portsmouth, New Hampshire, Sept. 4, 2024.Joseph Prezioso ...
How brokers can help clients with mortgage arrears
How brokers can assist purchasers with mortgage arrears | Australian Dealer Information Information How brokers can assist purchasers with mortgage ...
Goldman tells clients to buy calls on Wells Fargo ahead of results Friday
Traders ought to check out the choices market to guess on the long-awaited rebound of Wells Fargo , in response ...
Vanguard’s Former OCIO Clients Must Stand Their Ground
“Those that stand for nothing fall for something.” Alexander Hamilton, first US Secretary of the Treasury In Act 1, Scene ...
The growing risk of mortgage fraud and how to protect clients – Mortgage Rates & Mortgage Broker News in Canada
Serving to to safeguard shoppers in opposition to fraud has turn into an necessary part of a mortgage dealer’s toolkit, ...