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Summary: Semantics are important. When referring to oneself as an independent advisor, do you mean you are an independent business owner, independent in your ability to select technology and platforms, independent in your ideas and recommendations to clients, or independent from direct supervision.
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Summary: About 52% of advisers have had internal staff or a third party run their firms through a simulated examination of the kind that the Securities and Exchange Commission conducts periodically of advisers, according to a survey by the Investment Adviser Association in April and May.
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Summary: Independent registered investment advisors are optimistic about the state of the industry after a six-year bull market, according to new research from Charles Schwab Advisor Services, and firms named the adoption and integration of new technology as their top priority for growth over the next five years.
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Summary: More than 14 years ago, Blaine Aikin launched his program to train financial advisors as fiduciaries. Each year, about 550 advisors on average have completed the program.
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Summary: For years, companies have focused on optimizing their corporate websites to show off their brands. Fortune 500 companies spend billions of dollars each year on brand marketing and a lot of their digital traffic is driven toward company websites. According to a recent eMarketer report, digital ad spending in the U.S. will be nearly $60 billion this year, over $7 billion of which will be spent by companies in the financial services industry.
