From InvestmentNews
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Summary: Financial advice will learn a lot from a world based on efficiency. Let's look into our crystal ball for a moment to see what the future holds for the financial advice industry.
From Financial Planning
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Summary: The SEC may be refining its approach to spurring good cybersecurity practices in advisers, but its expectations aren't slackening.
From Cruz Consulting Group
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Summary: You know your practice has reached a crucial turning point when you have to choose between serving your clients and growing your business — because you no longer have enough time and resources to do both.
From InvestmentNews
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Summary: No matter the size of the advisory firm or the make up of the client base, it would be a mistake to overlook the marketing potential of social media and digital interactions.
From Financial Advisor IQ
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Summary: [SLIDESHOW] For an RIA, no business-to-business relationship is more important than the one the firm has with its custodian. The bedrock of trust clients place with their adviser is embedded in the services the custodian provides: protecting assets, servicing accounts and ensuring compliance with government regulations.
