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Summary: In the not-too-distant past, a financial advisor's brand identity was expressed in features such as a strong logo and brochure. In this competitive marketplace, a strong identity must also include a robust and engaging digital presence.
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Summary: Art Haws of HawsGoodwin Financial says advisers must consider cost, integration and marketing the new automated platform separately from the main financial planning operation.
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Summary: It has been said, “It doesn’t matter if you win or lose — it’s how you play the game.” But, what if you are competing against an opponent that far outweighs your capabilities and resources, making your odds of winning more than unlikely? Is it still worth it to even play a game you can’t win?
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Summary: Tech glitches that cause short-term downtime are more likely to interrupt the flow of daily operations than catastrophic events. A recent report by KPMG found that 35% of the IT failures reported in the financial services industry are related to availability — that is, a service or system was down when needed. Another 28% involved technology that failed to behave as it should.
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Summary: It’s not just Millennials who’ve come to expect certain services delivered online and in real time. Today’s high-net-worth (HNW) clients of all ages have technology expectations that, if left unmet, could lead to lower client retention and lost new business.
