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Summary: Some 64% of advisory firms have no plans to develop or use client-facing artificial intelligence, yet 46% said it was a chief compliance concern, according to the ACA Group's latest survey.
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Summary: We are all going to age and, one day, will need to transition out of our profession. This shift can either be smooth and uneventful to our clients, or it can be jarring and unnerving, causing clients to lose confidence and seek out a new advisor.
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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.
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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.
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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.
