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Summary: A new survey from Scottrade Advisor Services shows that RIAs are ranking technology spending as a top priority, replacing business growth as last year's top priority.
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Summary: The digital advice market will top $83 billion by the end of 2016, according to a November report by Cerulli Associates, with growth projected to reach $385 billion in the next five years
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Summary: Generation X remains largely invisible to financial service providers, who continue reaching out to serve baby boomers and millennials, but tend to forget about the 35 million people in between.
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Summary: Two direct implications of the Department of Labor's fiduciary rule – fees and compliance – are advisors’ main concerns going into 2017, according to a survey from SEI Advisor Network.
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Summary:With so many new business books published this year, it’s hard find the titles that will really make a difference to financial professionals. We pored over 200 new titles to find the books most focused on the needs of our readers and best able to help you be more targeted in serving your clients. Unlike previous years, 2016 did not produce a blockbuster finance book (think Thomas Piketty’s Capital in the Twenty-First Century from two years ago).
