Added on January 2017 in Other Ideas
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Summary: The researchers at Aite Group shared what they think will be the biggest trends in wealth management over 2017—and how firms can prepare for them.
Added on January 2017 in Other Ideas
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Summary: Advisors are optimistic about the economy and their businesses this year, according to a survey by TD Ameritrade Institutional. TDAI found advisors are planning to spend more on marketing, business development and technology in 2017.
Added on January 2017 in Other Ideas
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Summary: When it comes to marketing yourself or your firm, it seems every guidebook or consultant mandates the now-common “elevator pitch” and “value proposition” summaries. But the fact is, investors looking for a new advisory relationship will want much more before making a decision—it’s called due diligence.
Added on January 2017 in Other Ideas
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Summary: When it comes to financial advisor technology, 2016 may go down as the year of data. Data analytics and account aggregation rose to a level of prominence and potential that had been overlooked for a long time - an exciting development.
Added on January 2017 in Other Ideas
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Summary: To put it mildly, 2016 was an eventful year. Cleveland and Chicago sports teams both ended record-long championship droughts, and you may have heard about a new person taking over the White House.
