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3 days ago · The Financial Services Marketing Regulations (FSMR) play a significant role in governing how financial services providers can market their products and services. These regulations cover advertising, promotion, and marketing communication aimed at consumers, such as direct mail, email, and social media posts.
2 days ago · Make financial concepts easy to grasp. Empathy and Transparency. Acknowledge concerns, address them with empathy, be transparent about fees and risks. Build trust and rapport with clients. When discussing investment options with a client, a financial advisor should avoid jargon and technical terms.
5 days ago · June 20, 2024. Companies that provide consumer financial services and products be warned—a careful review of your fine print may be in order. Although broad disclaimers, liability waivers, and releases tend to be commonplace in general terms of service, they can be highly problematic in the consumer financial services space.
5 days ago · Portfolio management involves selecting and overseeing a group of investments that meet a client's long-term financial objectives and risk tolerance.
5 days ago · A savings account is an account at a bank or credit union that is designed to hold your money. Savings accounts typically pay a modest interest rate, but they are considered safe for parking...
- Julia Kagan
- 2 min
5 days ago · Products and services both hold value that businesses sell for profit, but they differ in tangibility, supply chain interaction, and digital compatibility. A Product-as-a-Service (PaaS) model refers to selling digital products as experiential services, not always tangible.
5 days ago · What Are Accounting Principles? Accounting principles are the rules and guidelines that companies and other bodies must follow when reporting financial data. These rules make it easier to...
