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Summary: There are lots of different marketing tactics you can use to promote your financial services firm—from social media, to direct mail, to your website, to seminars, and even radio. But what’s the best approach?
Added on April 2016 in M&A Issues
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Summary: The pace of mergers and acquisitions among wealth management firms is up, with so-called strategic acquirers leading the buy-side charge among sellers who are in part motivated by the prospect of having to tackle significant regulatory changes.
Added on April 2016 in M&A Issues
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Summary: [Video] A shrinking advisor headcount across the industry will keep the lucrative offers coming to top producers, leading recruiters say in this video installment of On Wall Street's annual recruiters panel.
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Summary: In today’s increasingly competitive planning landscape, it’s becoming more difficult for advisors to differentiate. Yet as the advisory field becomes increasingly crowded, perhaps the biggest problem is being seen in the first place.
Added on April 2016 in Form an RIA
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Summary: Last week, the Department of Labor issued the final version of a sweeping regulation for the industry that requires anyone providing investment advice for retirement accounts to serve as a fiduciary and act solely in the best interests of clients.
