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4 Key Factors When Looking For A Financial Advisor You Can Understand
Saturday, March 19, 2022 - 3:13pm | 882By Andy Moore Financial products and services can be complicated, which is one reason some people choose to hire a financial advisor. But those complexities are also sometimes at the root of why people fire their advisors. Poor communication from advisor to client can prolong the client’s...
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Improving Financial Health: A Win-Win For Both Banks And Their Clients
Tuesday, March 15, 2022 - 1:09pm | 748By Uday Akkaraju, CEO of BOND.AI Today, 66% of US Americans struggle with their financial health, and 14% are considered outright vulnerable – in other words, the majority of people living in the US cannot plan their lives with financial freedom. At the same time, financial institutions...