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Summary: The financial services industry is vital to financial planning in many ways. It provides financial products that meet the needs of the public, including our clients.
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Summary: When someone asks us a question about niche marketing, one of our first thoughts is LinkedIn. Whether they’re targeting a certain company, an industry, a profession or demographic, LinkedIn is a great place to start. It helps you find niche prospects, determine your connections to them, and helps you market to them.
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Summary: Advisor concern about the Department of Labor’s fiduciary rule keeps rising, according to a recent survey by Fidelity Institutional Asset Management.
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Summary: Laser App published the first in a series of white papers on Wednesday detailing the trends and the effect they’ll have on the wealth management industry. The software company partnered with Nexus Strategy on the series.
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Summary: With the help from 15 wealth management experts, we have handpicked titles from our past successful reading lists that advisers must read this fall. Whether it's practice management, portfolio construction, succession planning or just inspirational reads, we have it covered.
