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Summary: What would you say if I was to tell you that one of the greatest strengths of the human species is to “make things up?” And how another one of our unique attributes is in our ability to communicate the stuff we make up (fiction) to others?
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Summary: There’s little doubt that smartphones are becoming the dominant method for consumers to engage with service providers. So it’s safe to settle any previous debates about whether financial services companies should invest valuable time and resources into their mobile presence. The more relevant question now is whether mobile-friendly websites are enough or if companies should take the plunge and develop their own mobile apps.
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Summary: Selling away refers to selling securities without processing the order through your firm or without your firm's permission or knowledge, and this practice is a violation of FINRA rules, whether or not compensation is involved.
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Summary: Market forces — like shifting demographics, consumer demand and regulation — are making financial planning an imperative for firms across the wealth management industry. As a result, financial planning technology is quickly becoming the front line in the battle for client assets.
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Summary: The typical firm increased its client base nearly 8%, and median RIA revenue growth soared nearly 16%, the biggest percentage gain in seven years, according to TD Ameritrade Institutional's annual industry benchmarking study.
