From WealthManagement.com
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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.
From Think Advisor
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Summary: Registered investment advisors are increasingly implementing cybersecurity policies as the number of cyber breaches against their firms jumps, according to a just-released poll by the Investment Adviser Association and ACA Compliance Group.
From InvestmentNews
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Summary: Charles Schwab & Co. launched a second version of its automated investment service on Tuesday, this time a robo platform for advisers to implement within their own practices.
From Think Advisor
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Summary: There are five forces of change affecting the advice industry over the next five to 10 years, Sanjiv Mirchandani, president of Fidelity Clearing and Custody, said in a webinar.
From Think Advisor
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Summary:Client segmentation is critical to an advisory firm’s growth, productivity and profitability, according to new research from Cerulli Associates.
