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Summary: Salesforce officially launched their new CRM specifically tailored to financial advisors, touting it as the only all-in-one solution "that is a client-centric platform, not a product-centric one."
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Summary: Content marketing for advisors has changed quite a bit since the mid-1990s when I first became involved in personal financial planning. How do advisors get relevant content into the hands of clients and prospects? How do they track whether clients and prospects are reading the content? How do advisors encourage them to share the content with their circle of contacts?
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Summary:For financial advisory firms, one of the biggest cybersecurity threats they face are hacked emails of clients and top managers designed to trick advisers and their staffers into transferring money or privileged data.
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Summary: With the equity markets down between 5 and 10 percent for these past two months (depending your index of choice), this January and February have been one of the worst starts to a year in decades. All indicators point to a period of continued volatility—unfortunately not caused by the markets rebounding.
