From FA Magazine
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Summary: The biggest challenge when you’re considering any trend, even those in marketing, is predicting which ones will really pay off and which ones are fads. The same goes for trends in the financial advisory space. By tapping into a useful marketing trend, you can get an edge over your competitors and open the door to new strategies for growing your business, brand, and reputation.
From ThinkAdvisor
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Summary: Thirty-two percent of independent broker-dealer advisors have considered opening an RIA in the past 12 months, and 3% of these have given the idea serious thought, Cerulli Associates reported Tuesday.
From InvestmentNews
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Summary: Serving at the helm of Wealthspire’s New York City office, the firm’s largest contributor with over 40 percent of the assets under management, Zach Gering holds the dual roles of financial advisor and office lead. Gering says he ultimately wants to be a mentor to up-and-coming financial advisors.
From ThinkAdvisor
Added on April 2024 in Form an RIA
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Summary: The fee-for-service model has emerged as a mainstream opportunity for advisory firms to attract next-generation clients, a previously untapped client market, according to a report from AdvicePay. The report suggests three ways that advisors can incorporate fee-for-service financial planning into their larger practices and appeal to new clientele.
From InvestmentNews
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Summary: A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.
