From Financial Planning
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Summary: That the SEC had to furnish a reassuring answer this week — to a question about a status quo never before in doubt — is another sign of the upheaval generated by the commission’s new Regulation Best Interest rules package.
From WealthManagement.com
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Summary:Big banks claim that cross-selling products and services between their wealth management, consumer banking and other businesses is more than just a growth strategy. Clients want—even expect—companies to be a one-stop shop for their financial lives, banks say, and a new survey supports that.
From ThinkAdvisor
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Summary: Successful entrepreneurs know niche markets can provide more value to clients along with stronger potential for growth and long-term success. In fact, most of the 42% of startup failures occur because they ignore capitalizing on a niche. Financial advising is no different.
From WealthManagement.com
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Summary: When was the last time you thought about your health? How about your family? Your finances? Your spiritual life? My guess is you’ve thought about all of this in some way, shape or form within the past 24 hours. These questions pertain to four key psychographic motivators impacting affluent decision making: personal health, financial health, family health and spiritual health.
From InvestmentNews
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Summary: The Securities and Exchange Commission's new reforms on financial advice could push firms to rethink how they invest in technology.
