Added on December 2017 in Form an RIA
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Summary: Nearly two-thirds of RIAs are offering fee discounts, according to the 2017 Fidelity RIA Benchmarking Study. But, it goes on to caution, there are good and bad reasons for advisors to cut their stated price.
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Summary: Developing a high-quality client base is a challenge all advisors face. While almost everyone knows that asking for referrals is an important way to grow a business, many planners struggle to do so.
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Summary: It’s almost 2018, and your clients are starting to wonder why their personal finances aren’t as easily accessible as an Uber car or a shoutout to Alexa. The latest innovations in mobile, artificial intelligence and microinvesting are right around the corner, and getting ready to leap from the periphery to the heart of advisor practices next year.
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Summary: The latest version has many changes from current law that would affect advisers and clients. After days of negotiations, Republican leaders aim to present a final tax bill to Congress for a vote this week, in hopes of getting it to the president's desk for signature by Christmas.
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Summary: With declining revenue and client growth, nearly two-thirds of registered investment advisors are offering fee discounts and starting to unbundle their fee structures, new research released Monday by Fidelity Clearing & Custody Solutions shows.
