From Financial Advisor IQ
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Summary: Finra’s guidance to financial advisors on the use of social media is now six years old, which means the industry has already adopted some best practices, one commentator writes on Forbes.
From IRIS
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Summary: In my experience most financial advisers are poor at valuing the advice they give. This is despite a number of excellent studies highlighting the difference an adviser can make to a consumers wellbeing and net worth, as well as the experience of the advisers themselves over the course of their careers. It is worth noting that I am not referring to being poor atexpressing the value – which we usually are – but we are poor at actuallyputting the proper value on the advice itself.
From Financial Advisor
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Summary: The 10-year-old RIA aggregator — one of the advisory industry's largest— has confidentially filed an IPO that could value the company for as much as $1 billion, The Wall Street Journal reported.
From Advisor Perpectives
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Summary: Whether you’re a small independent advisor or large financial firm, there are 11 key items you need to have on your website. These items will help you reach people more organically and truly connect with your current and prospective clients.
From FA Magazine
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Summary: For One Capital, its sponsorship of one of the two Porsche Cayman GT4 Clubsport cars owned by CJ Wilson Racing that compete in the IMSA Continental Tire SportsCar Challenge circuit is a bold, non-traditional attempt to reach a certain market demographic. But it’s also uncharacteristic of One Capital’s usual operating philosophy.
