From InvestmentNews
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Summary: One might assume the last thing a busy financial adviser would want is another meeting on the calendar. But when it comes to organized study groups with industry contemporaries, it seems RIAs can't get enough.“
From InvestmentNews
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Summary: Financial advisers who don't offer socially responsible investing choices are giving clients and prospects another reason to go robo. Several automated advice platforms have been created recently to pair ones' values with their investments, and it's likely only a matter of time before many of the largest digital advice platforms include an SRI component as well.
From FA Magazine
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Summary: Many financial advisors excel in financial planning. However, their practices suffer because they don’t know how to operate a business. In fact, many advisors don’t even have the basic foundation for a successful practice: an annual operating plan.
From LinkedIn Pulse
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Summary: As CMO of a branding firm, I am frequently asked to create a business case for brand investment. While many marketers intuitively recognize the benefits of investing in brand, it can be challenging to draw a direct line between the power of brand and its impact on business.
From Cruz Consulting Group
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Summary: The traditional annual performance review is losing favor with some advisory firms, but without a systematic approach to reviewing advisers, operational and support staff performances how can you objectively determine pay raises, bonuses and promotions?
