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MLO, Controller Jobs; Servicing for Sale; Subservicing, Sales, Reverse Products; Events and Training; California s Zoning Change

MLO, Controller Jobs; Servicing for Sale; Subservicing, Sales, Reverse Products; Events and Training; California s Zoning Change
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Living in a Digital World: three ways to connect with clients

These are articles written by professionals for investment professionals. They are contributions from external subject matter experts who do not work for CFA Institute, but may be a CFA charterholder as well as a member of a CFA Society. All are experts in their field and strive to deliver useful insights that help investment professionals make better decisions. Where do financial advisers add value for investors? Relationships including trust and personal connection account for 72% of financial advisers’ perceived value, according to a recent Vanguard investor survey. The remaining 28%, investors attribute to the actual services advisers provide, such as creating financial plans and maximizing investment returns.

Banks turn employees into social media envoys

Banks turn employees into social media envoys
americanbanker.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from americanbanker.com Daily Mail and Mail on Sunday newspapers.

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