Rifkin-Wernick Associates

05/27/2020

A place where words matter

03/21/2019

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

Here are some great apps to help dementia and Alzheimer's sufferers, and their families, improve their quality of life.

11/13/2018

Planning a survey? We will professionally proofread, edit, and otherwise improve the quality of your survey based on over 25 years of experience for as little as $250. Learn more at https://rifkinwernick.com

11/13/2018

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

The things smart people don't know that they don't know about doing their own research costs time, money, and credibility.

A quick and affordable consult can help mitigate your downside risk. .

11/08/2018

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.

11/07/2018

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

10/01/2018

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

09/08/2016

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.

07/19/2016

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

01/01/2016

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.