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Summary: The 2014 InvestmentNews Financial Performance Study of Advisory Firms found that the only marketing activity that top performing firms engage in more frequently than other firms was updating and upgrading their websites.
Added on January 2015 in M&A Issues
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Summary: Mariner Wealth Advisors made a big splash in a tight M&A market, taking a majority interest in Vantage Investment Advisors, a $1 billion RIA based in State College, Pa.
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Summary: The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource for you and the continued growth of your firm. However, with the range of industry conferences, it can seem overwhelming when deciding which conference is the best fit from both an investment of time and money perspective.
Added on January 2015 in Join an RIA
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Summary: The RIA sector is in growth mode -- but which firms are growing fastest? As part of its annual RIA Leaders coverage, Financial Planning tracks the fastest-growing firms among the nation's most independent, fee-only RIAs. Compiled with the help of Financial Media Group/AdvisorDatabases.com, the list looks at the 50 firms that have shown the greatest AUM increase from 2012 to 2014.
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Summary: Independent financial advisors constitute a young profession, but they and their partners over the past 35 years—the years that Investment Advisor magazine has been published—have always helped shape societal trends, technology and regulation. For this profession to thrive in the years ahead, it must harness five major transformative trends already in process.
