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Summary: RIA firms like Beacon, as well as larger wirehouses such as Wells Fargo and Morgan Stanley, are seeking to harness the power of social media more than ever before while treading carefully to keep within regulatory requirements. It's a way for advisers to stay on top of any professional and personal developments in their clients' lives that may require special financial attention.
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Summary: Bill Harris, founder and CEO of Personal Capital, shares his view of the role robos will play in the adviser space ten years from now. Personalization - hat was the buzzword echoed by three top executives of leading robo firms at SourceMedia’s annual In|Vest conference in New York.
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Summary: Increasingly, research suggests the wealthiest are interested in digital wealth management, and that advisers quickest to adopt digital advice tools into their practice are getting an edge over non-digital competitors.
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Summary: Sallie Mullins Thompson is trying to grow the financial planning aspect of her business. The financial advisor has been practicing for 20 years but only recently turned to a social media content provider for help.
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Summary: The secret to crafting the most effective and productive teams is to make sure each individual has a specific role and responsibilities within the business, experts said. It also demands teammates have faith in each other.
