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Summary: Curt Chandler, Penn State professor and multimedia guru, spoke these words to Gregory FCA staffers recently during a presentation about communications best practices in today’s digital age. Chandler explained that one of the biggest mistakes marketers, journalists and PR professionals can make is expecting their target audience to find their content no matter where they post it. Instead, it is paramount for today’s communications professionals to identify where their audience gets their information and meet them there.
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Summary: Global analytics firm Cerulli Associates projects that the independent registered investment advisor (RIA) and hybrid RIA channels combined will increase their asset market share from 23% in 2015 to 28% in 2020 – likely outpacing wirehouses.
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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: [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.
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Summary: In the 2015 Advisor Authority Study conducted by Jefferson National and Harris Poll, we learned that the most successful advisors are truly tech-obsessed. Advisors who manage more assets and generate more revenue spend substantially more on technology and adopt technology into their practice at twice the rate of the average advisor.
