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Summary: Many fee-only registered investment advisory firms are sitting pretty after strong growth in 2013, when rising markets perked performance across the board. But don't get too comfortable, industry experts warn.
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Summary: Advisors from all over the country descended on Chicago for the Envestnet Advisor Summit, held May 14 to 16. Sessions ranged from the usefulness of new enhancements to the firm's cloud-based advisor software to discussion panels on investment, planning and practice management topics. The article provides some key takeaways from the conference.
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Summary: Fidelity Institutional announced Wednesday that is has opened an intriguingly named “Office of the Future” on its Smithfield, R.I., campus. The office was designed with input from the Fidelity Center of Applied Technology to address macro technology trends that have the biggest impact on advisors in the near future: mobile, pervasive video, evolving interfaces, cloud computing, social media, big data and gamification.
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Summary: Courting millennial investors is a key challenge confronting the financial services sector. Industry professionals on Thursday discussed what these young investors want from their financial services firms during a panel discussion at SIFMA’s private wealth conference in New York.
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Summary: In Investment Advisor’s October 2013 cover story, “Where Are All the Women?” Danielle Andrus suggested that financial firms need to reflect the diversity of their client base. That’s where things are going to get interesting, because there’s a mushrooming population of wealthy African-American, Hispanic and Asian-Indians in the United States. Moreover, 1 billion women are projected to enter the global economy over the next 10 years. Does your firm align with these trends?
