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Summary: Investopedia this week rolled out a new platform for financial advisers called Advisor Insights, which vets financial professionals before letting them answer general questions on topics such as retirement, college savings and portfolio construction.
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Summary: Everybody’s talking about customer experience these days, but how many companies actually follow through to ensure that their customers are getting the best experience possible? And how are they doing that?
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Summary: Compensation is a hot topic in the wealth management world these days. A week doesn’t go by without meeting an advisor who’s amending a company's plan or thinking about it.
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Summary: When it comes to generating new business, most professional services firms rely on referrals. In fact, according to our study of 530 professional services firms, generating referrals ranked highest in terms of current marketing priorities.
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Summary: For years, registered investment advisor Birch Cove Group operated a solid business serving high-net-worth clients in a Minneapolis suburb. Two years ago, the firm decided to move to a tony office on the 25th floor of the US Bancorp headquarters tower in the downtown business district of the city itself.
