From InvestmentNews
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Summary: After the historically low levels of volatility seen in 2017, many investors became accustomed to a lack of bumps in the market. However, the type of predictability simply has not held true so far in 2018.
From WealthManagement.com
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Summary: Financial services companies are largely united by a common factor despite differences in the nuts and bolts of their work: the intent to improve the lives of their clients and their communities. More and more, financial services firms are also beginning to understand that enhancing the lives of their own employees is an inherent extension of that very mission.
From Advisor Perspectives
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Summary: It is frustrating to have great relationships with clients and centers-of-influence (COIs) but virtually no one refers, especially considering how many people we know. Too few of our happy clients refer to us. Is this normal?
From Financial Planning
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Summary: No technology in recent memory has done more to capture our imaginations—or has more potential to transform our industry—than artificial intelligence. In the headlines, it’s a double-edged sword, raising concerns over cybersecurity and personal data, at the same time that it raises the bar for service and satisfaction to new heights. Advisors need to take hold now, or be left behind, because early adopters already have the upper hand.
From Financial Planning
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Summary: Company cultures fascinate me. Two RIA firms can offer the same services and produce the same revenue, but one can be a toxic place to work and the other can nurture employees to perform at their best.
