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Summary: High quality client relationships and higher fees are among the attributes that firms landing in the top-quartile of the InvestmentNews 2016 Financial Performance Study of Advisory Firms possess.
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Summary: Once you’ve published a white paper, will people read it? Not necessarily. All too often, I see firms place all their efforts into research, writing and designing without giving any thought to how they’re going to promote it.
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Summary: What if we understood them, not as a “target” or an “audience,” but as a millennial who splurges on a Starbucks latte every day on his way to work? Or as an anxiety-prone single parent who seeks tranquility at the gym in the mornings after dropping the kids off at school? Or maybe an entrepreneurial wizard who’s driven more by a need to overcome loneliness than a desire to create the next tech wonder?
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Summary: As more details emerge on what is expected of advisors and their partners from the Department of Labor’s fiduciary redefinition under ERISA, more advisors are finding their peace with the rule. However, there is also a sizable minority who are rethinking their career choice.
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Summary: Financial advisers' views on the Department of Labor's fiduciary rule have taken a surprising turn, as more are seeing the rule as having a positive impact on their business, according to a new study from Fidelity Investments.
