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Summary: The Securities and Exchange Commission is taking a closer look at advisers' use of social media by making their activity part of their annual disclosures to the agency.
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Summary: Advice practices were hit with a double whammy of rising overhead and slowing asset growth in 2015, and those who let operating costs run away from them may face more of the same this year, according to a new study released by TD Ameritrade Institutional.
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Summary: With an increasing number of the best independent advisory practices growing into full-blown firms, Barron’s asked some key executives to put this moment in time in perspective. Here are their comments:
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Summary: When a visitor does come to your office, you want them to see a reflection of who you are, so they get a sense of what you’re all about. The equivalent digital space to your physical office is your website. And your blog is where people will find out more about you, instead of coming in to your office. It’s where you put your personality on display and your company culture (the one you work to create, like I discussed in this post) for the whole internet to see.
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Summary: [VIDEO] Jamie Hopkins, Esq., MBA, RICP®, Co-Director of the New York Life Center for Retirement Income at The American College of Financial Services, joins Dr. Katy Votava, President and founder of health care consulting firm GOODCARE. The pair discuss how financial advisors can find resources for quality health care advice to recommend to their clients, including several websites that provide specialized Medicare consulting.
