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Summary: Fraudulent emails from hackers used to be obvious, full of misspellings and bad grammar. Now cyber crooks are even sounding like their victims as they try to trick financial advisers into wiring money from clients' accounts.
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Summary: It seems like there are new articles covering robo-advice every day. Should you, as an adviser, be concerned? Will the robos eat your lunch?
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Summary: Ray Sclafani's ClientWise is a coaching business, so what's the difference between coaching and consulting? Sclafani calls that his “favorite question.”
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Summary: The wealth management market is thriving, as older baby boomers are retiring and the 50-something late boomers are hitting the last big earning years of their careers — all at a time when younger investors are grappling with the difficulties of a very slow-growing economy. It all means there is ample need for financial advice.
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Summary: Though initially slow to gather investor assets, low-cost robo-advisors have begun to accumulate an impressive amount over the past year or so. The largest, Wealthfront, just topped $2 billion under management. More impressive, big platform providers like Fidelity and Envestnet have bought or cut deals with robos as the backbone for consumer or institutional offerings.
