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Summary: Pursuing a digital advice solution is about more than selecting the right technology. Advisors make decisions that are both strategic and technical, impacting many facets of their business. In fact, most advisors with whom Fidelity has spoken are interested in blending both human and digital elements into one solution for their clients. We believe that this combination of high-techustody-Solutions and high-touch will be key to a successful offering.
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Summary: [Podcast] Randy and his firm are a wonderful example of what happens when a personal passion informs a target market, and the rest of the business aligns itself in support of those things.
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Summary: We all know the old adage “change is the only constant.” That applies in spades to the environment for financial advisors. Considering the commoditization of the financial services industry, it’s more important than ever to revisit your “story” and value proposition.
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Summary: Technology is making it possible for advisors to offer their clients investments they never had access to before, according to a panel of four speakers at Financial Planning’s Disrupt Advice conference held in New York on Wednesday.
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Summary: I spent part of my post-Labor Day week at the beach catching up on my professional reading. I knocked off eight issues of the Journal of Financial Planning and scored eight hours of continuing education credits by taking the online quizzes available for each issue.
