Rifkin-Wernick Associates

The Real World Web: the Link Between AR, VR and The IoT A place where words matter

Many of us who appreciate technology may have loved ones living with the daily challenges of dementia.

8 Great Apps for Dementia and Alzheimer's Patients and Their Families Here are some great apps to help dementia and Alzheimer's sufferers, and their families, improve their quality of life.

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Doing your own survey-based research has never been easier. Doing it successfully...well, that's another story.

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Will soon be completing a fascinating, pro-bono project for a major Philadelphia area synagogue along with three other volunteers. Redefining the future of this long-standing Conservative congregation based on in-depth research that engaged over 300 members.

What's wrong with this survey? Find out before your next research project or you might be wasting your time and money.

Why NOW is the Perfect Time for a Client Satisfaction Survey The current bull market which started in March 2009, became the longest one on record in September, having risen over 300% since it began. If you are a financial advisor, chances are that most of your clients, especially those who have been with you for the last 10 years, have seen their balanced po

According to FINRA, fines and litigation costs to firms or their parent companies related to cultural failures are estimated at over $300 billion since 2010. For a good part of this year FINRA has been talking with numerous broker-dealers about their culture and whether that culture encourages the fair, flexible, and efficient participation of retail investors. Now nearing the completion of their review of “how firms establish, communicate and implement cultural values, and whether cultural values are guiding business conduct,” FINRA, according to agency insiders, soon begins planning their next action steps regarding the examination of broker culture.

Financial Advisors: Let’s Get Political! At least 100 of my Compliance connections here just gasped. Relax. While not suggesting that you take a public position on the presidential election, I am urging you to be proactive/pre-emptive in

Advising in 2016 will demand pro-active client communications about market volatility, Fiduciary rule, broker/dealer consolidation, and succession planning. Don't be late. Proactive is preemptive.