Month: February 2019

What Exactly Does “Hybrid” Mean in Financial Services?

Christopher Mercado, MBA, CFP®, CIMA®, AIFA® Managing Partner at The Financial Services Network In the financial services industry, we often hear statistics about poor financial literacy in America and how that’s attributed to a lack of understanding of basic terminology: recent GuideVine research showed that nearly half of survey respondents couldn’t adequately define the concepts of interest or […]