From IRIS
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Summary: Every organization is looking for the ingredient that will give them a competitive advantage; make them standout among their competitors.
From WealthManagement
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Summary: Our biggest social media request right now is Facebook Lead Generation. Why? It’s pretty exciting that the right blend of targeting, message and imagery can lead to actual prospect meetings. This technique didn’t exist a decade ago and it wasn’t very common even a year ago. With all the excitement, it’s easy to get into the leads, leads, leads tunnel vision, but there are other Facebook strategies worth considering. Some might say these are even more powerful (and cheaper).
From InvestmentNews
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Summary: Welcome to the March 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management!
From Financial Advisor IQ
Added on March 2018 in Join an RIA
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Summary: Financial advisors at large wealth management firms don’t necessarily need to come up with a business plan — but they must be prepared to live off their savings and to study the firms that they’re leaving, as well as their place within them, to understand whether they can go independent, Syracuse University professor and venture investor Carl Schramm tells ThinkAdvisor.
From ThinkAdvisor
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Summary: The commoditization of investment management and the fee compression that comes along with that constitute the number one issue that will impact advisory firms this year, according to a new survey from Fidelity Clearing and Custody Solutions.
