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No Dog Days for Fiduciary Standard

From TD Ameritrade Institutional
Added on July 2017 in Form an RIA
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Summary: To say June 2017 was a busy time for the fiduciary standard would be an understatement. It was the busiest month I’ve seen on the financial advisor regulation front in many years.

June 2017 Fintech Report Card - Top 8 Tech Events

From WealthManagement.com
Added on July 2017 in Manage Your Practice
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Summary: Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.   

In Age of Fintech, People are More Important than Ever

From LinkedIn Pulse
Added on July 2017 in Other Ideas
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Summary: According to a recent LinkedIn survey, 25% of finance professionals are worried about losing their jobs due to automation. Their fears are not misplaced, or unique to the industry. Just as technology hollowed out American manufacturing and eliminated the middle-man in commerce, it’s driving significant disruption and disintermediation on Wall Street.

National Holdings' acquisition of broker-dealer WFG Investments and its 200 advisers called off

From InvestmentNews
Added on July 2017 in M&A Issues
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Summary: National Holdings' deal to acquire WFG Investments, an independent broker-dealer, has fallen apart.

Advisors: How Can You Use Influencer Marketing?

From IRIS
Added on July 2017 in Other Ideas
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Summary: Influencer marketing is the art of using paid endorsements from people who have attracted sizable and loyal audiences online. In a recent Digiday article about the real cost of influencer marketing, it stated that the going rate for an influencer recommendation was $1000 for every 100,000 Instagram followers they have. YouTube star Pewdie Pie, with his 50 million followers, earns a staggering $15 million dollars a year with endorsements and ad revenue. This is all to prove the point: influencer marketing is a very real thing.

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