Client One Securities, Author at Creative Edge

The Rise of the 401(k)

March 1 2017

by Client One Securities

The financial services industry has seen dramatic and impactful change in the last couple of decades and that change has accelerated in the last few years. One of the most affected areas is the retirement planning universe. Traditional retirement savings plans—like pensions—have become almost entirely extinct and the 401(k) and similar alternatives have taken center… Read More

Keep your social media presence in regulatory shape

April 23 2013

by Client One Securities

Social Media Insurance

Social media is a great way to connect with friends and clients and increase awareness of your business, but for Broker Dealers and Registered Investment Advisors, the SEC and FINRA consider every business related post, comment or “like” on social media sites advertising. With the evolving nature of online marketing, some social media elements such… Read More

Give ‘em What They Want … And Need

August 8 2012

by Client One Securities

The need for financial and retirement planning in this country has never been greater. The recent recession has decreased the value of Americans’ nest eggs and simultaneously shrunk confidence in the ability to retire comfortably. Individuals and families are struggling to make ends meet, and they’re fearful of what the future holds. As an agent or advisor, you’re in a position to understand the challenges of today’s consumer better than anyone — and in an equally important position to help improve the financial outlook for those you serve.