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Summary: Just as cable providers have started to unbundle their packages, firms and vendors in the financial advisory space have also started to unbundle their offerings. The days of the “take it or leave it” ecosystem are over, and independent financial advisors should take full advantage of this budding trend.
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Summary: As the average age of clients continues ticking upwards, firms across the financial advice industry are discussing attracting Gen X and Gen Y clients.But talk is all that many firms are doing. Recent data from TD Ameritrade reports only 23% of registered investment advisers have a strategy in place for younger clients.
Added on November 2018 in Join an RIA
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Summary: Whether promoted from within or hired from outside the firm, each of four core advisory positions tracked in InvestmentNews' benchmarking study has seen an uptick in women entrants.
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Summary: Client satisfaction with advisors at major firms is on the decline, according to the latest results on the sector from the American Customer Satisfaction Index.
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Summary: Starting a new relationship with a client is harder than it looks. Whether it’s a philosophical difference or managing expectations, it’s sometimes difficult to find the right fit. Here are six interactions advisers said they learned from when bringing on new clients.
