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Summary: TD Ameritrade and Toronto-Dominion Bank are shelling out $4 billion for online discount brokerage Scottrade Financial Services, which includes its banking operations, Bloomberg reports.
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Summary: Fidelity revealed details of wide-ranging digital plans, from technology and platform upgrades to how the firm will provide advisers with a robo.
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Summary: All too often, firms view marketing as an all-or-nothing proposition that has to be completely managed in-house by a full time marketing professional, and they just don’t have the need or budget. What these firms don’t realize is that there are other options available. One such option is a Virtual Marketing Director (VMD).
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Summary: Building a reliable network of centers of influence (COIs) is one of the surest ways to engage with new prospects and grow your practice. Here’s a step-by-stop process to expand your list of COIs – including some who you probably didn’t think were potential referral sources.
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Summary: High quality client relationships and higher fees are among the attributes that firms landing in the top-quartile of the InvestmentNews 2016 Financial Performance Study of Advisory Firms possess.
