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CNL Securities

Standing Out From the Pack

If you don’t have a clear idea about how you create value, your clients (and any potential clients) won’t either. Here’s how to start.

Why Work-Life Balance is a Lie

Just about all of your clients struggle to get everything done in their lives. You probably do too. But, balancing everything just isn’t possible. Here are three ways to get more realistic about what you can accomplish.

Big Data is Watching You

As trading markets grow more complex, the SEC increasingly relies on analytics to spot suspicious activity. Here’s what financial professionals need to know about the process.