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Summary: Setting a price on a service is a challenge in any industry, so it is no wonder that some advisers are wrestling with the issue of whether they should be flexible in their fees or stick with a standard offering, such as 1% of assets under management.
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Summary: On the one hand, it can feel like received wisdom at this point that firms without a strong social presence are falling behind. But in the universe of Facebook, LinkedIn Twitter and others, it can be unclear how to form a social strategy and to what end.
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Summary: Fatefully, he met Joe Grabar, a managing partner at Raleigh-based Fortress Financial Partners. Though they did not join forces right away, they kept the lines of communication open for six months. Gure eventually asked to join Grabar’s growing independent office. Grabar said if he was willing to commit, he would take him under his wing.
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Summary: The increased price transparency of the financial services industry in recent years is leading more clients to ask their financial advisers for a break on fees.
Added on April 2017 in Form an RIA
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Summary: Last week we wrote about the economic rationale behind going independent vs. moving to another major firm as an employee. As a follow-up topic, we thought it prudent to analyze transition packages attached to big firm moves and peel back the layers of the onion to show the components of these deals.
