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Summary: Apple and Google, the world’s most valuable brands, attained their status by delivering products and services that their clients desire, rather than what they need. Prior to Apple’s launch of the iPod, for instance, the average consumer only dreamed of carrying his entire music library in his pocket. But now, we take for granted the ability to play virtually any song ever recorded on demand.
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Summary: Advisors may have been feeling like they’re on winning teams lately, with the market up 7.5% over the past three months (as of February 28). But that has nothing to do with your skill; instead, it's called being in the right industry at the right time.
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Summary: Seventeen years ago, when Brighton Jones launched as an advisory firm billing clients based on their total net worth, it was a rare and innovative fee structure in the financial planning business.
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Summary: [SLIDESHOW] Advisers disclose who makes their technology spending decisions and where those dollars are being directed in the 2017 InvestmentNews Adviser Technology Study released Monday. This year, clients are playing a leading role in how the nearly 300 advisory firms that participated in the study are investing.
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Summary: Financial advisers work with their clients on a large volume of high-value transactions, which generally contain sensitive information, including Social Security numbers, account numbers, personal information and more.
