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Summary: Financial advisers seeking to grow their businesses should carve out more time for writing, as blogs have become an essential tool for finding new clients.
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Summary: The Internal Revenue Service is warning tax professionals to beware of emails ostensibly penned by prospects — and advisers should heed the same guidance.
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Summary: President-elect Donald Trump has suggested that delivering messages via courier is the only way to protect data from hackers. But cybersecurity experts have a more practical solution for financial advisers: Craft plans for preventing, detecting and reacting to cyberattacks — then protect the business with insurance.
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Summary: The researchers at Aite Group shared what they think will be the biggest trends in wealth management over 2017—and how firms can prepare for them.
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Summary: One might assume the last thing a busy financial adviser would want is another meeting on the calendar. But when it comes to organized study groups with industry contemporaries, it seems RIAs can't get enough.“
