From InvestmentNews
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Summary: Welcome to the January 2018 issue of the Latest News in Financial Adviser #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 IRIS
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Summary: Organizations produce or distribute products and services; marketers are given the challenge of creating demand for what is pumped out of the manufacturing process or handed to them from suppliers.
From Financial Planning
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Summary: Clients can enhance their financial prospects this year by creating multiple income streams, according to this article on CNBC. One strategy is to get a part-time job via the gig economy. Self-employed workers will have to report their income and pay taxes, and should prepare for retirement by investing in tax-advantaged accounts, such as a SEP, Simple IRA or a solo 401(k).
From OnWallStreet
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Summary: In general, financial planners do not have the best reputation. I should know — I’ve been working in the industry for the past 20 years. I have been to cocktail parties where people walk away the moment they hear that I’m a financial advisor. But why? And what should we do about it?
From TD Ameritrade Institutional
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Summary: The breakaway broker trend is real and only getting more so, according to the latest research from TD Ameritrade Institutional, which Monday morning released its 2017 Breakaway to Independence Survey.
