Added on April 2015 in Other Ideas
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Summary: Some 58 percent of Americans believe their financial-planning efforts need improvement, but 34 percent of us have done nothing to plan for our financial futures, according to a newly released study by Northwestern Mutual.
Added on April 2015 in Other Ideas
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Summary: Financial advisors increasingly rely on product providers’ websites and Web support in managing their practices, but still encounter too many sites that are hard to navigate, have outdated content or content that is too generic or promotional, according to a recent report from Practical Perspectives, an independent consultant.
Added on April 2015 in Other Ideas
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Summary: We find top performing firms have a disciplined approach to strategic planning that includes investing in technology that allows them to innovate and evolve their client service delivery as well as a human capital plan that can succeed beyond the first generation of own.
Added on April 2015 in Other Ideas
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Summary: Fidelity’s 2014 RIA Benchmarking Study found that RIA firms that have a formal marketing and business development plan; write and share internally and externally a shared corporate story; and have a clearly defined referral process outperform their advisory firm peers in client growth, AUM and revenue.
Added on April 2015 in Other Ideas
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Summary: Nearly every speaker at SIFMA's Private Client Conference talked about it. Almost every panel was asked about it. What was the hottest topic this year? Robo advisors.
