From Financial Planning
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Summary: It took almost two years for Gretchen Stangier, president of Stangier Wealth Management in Portland, Oregon, to find the right hire. But, she says, the effort has paid off in flexibility, the option of taking on clients with lower minimums, business continuity and a built-in sales plan when she’s ready to retire.
From Financial Advisor
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Summary: There are 40,000 fewer advisers across all channels of the industry than there were in 2008 and more CFPs are over the age of 70 than under the age of 30, Pershing Advisor Solutions CEO Mark Tibergien said at NAPFA's Fall Conference.
From Financial Advisor IQ
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Summary: RIAs that adopt business support technology platforms to help them deal with administrative overhead have an upper hand in growing their assets under management, according to a recent survey by RIA in a Box.
From http://www.iris.xyz/marketing/5-advantages-working-virtual-marketing-director-vmd
Added on October 2016 in Other Ideas
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Summary: All too often, firms view marketing as an all-or-nothing proposition that has to be completely managed in-house by a full time marketing professional, and they just don’t have the need or budget. What these firms don’t realize is that there are other options available. One such option is a Virtual Marketing Director (VMD).
From Wall Street Jornal Online
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Summary: As the number of robo-investing platforms proliferate and individual investors gain comfort with the technology, more financial advisers are incorporating the platforms into their practice or looking to do so.
