From On Wall Street
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Summary: When going independent, should financial advisors really go it completely alone? If hiring full-time advisors and other workers isn't an option at the outset, outsourcing, employing virtual employees and using cloud-based services could be good alternatives.
From Financial Planning
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Summarry: TD Ameritrade is joining the crowd of firms intent on building a robo advisor, although it immediately notes that its product will be less "robo" and more expensive than some of its competitors' offerings.
From On Wall Street
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Summary: Before going independent, financial advisors should make sure make that they know the fine points of the compliance rules and regulations that they will encounter.
From InvestmentNews
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Summary: The promise of a seamless technology integration in which advisers get up to speed quickly and use all of the software programs and data available to them with ease isn't a reality at most advisory firms. Not yet, at least.
From IRIS
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Summary: Content marketing is defined as “any marketing that involves the creation and sharing of media and publishing content in order to acquire and retain customers.” For financial advisors, it can be a one of the most effective way to differentiate your firm and tell your story.
