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Summary: There are a lot of figures that get thrown around about attracting new clients in the advisory industry. One that we frequently hear at InvestmentNews Research is that approximately 70% of a typical advisory firm's new business is referral-driven.
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Summary: The global analytics firm expects RIAs and dually registered advisors combined will comprise 27.9 percent of total intermediated retail investor assets and 24.6 percent of advisor headcount by year-end 2018. As of year-end 2013 they made up 19.8 percent of total asset.
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Summary: No more sneaking around. That was the out-loud message delivered by Brian Hamburger as he welcomed 500 advisors and the like to the annual MarketCounsel Summit in Las Vegas this week.
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Summary: Can U.S. investors obtain justice? The discouraging answer is that if you’re a billionaire prepared to give up five years of your life waging a full-court defense, then justice might eventually prevail.
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Summary: Tony Robbins brought his message championing independent advisers and a fiduciary standard on the road, taking the stage at the 2014 MarketCounsel Summit in Las Vegas, Nevada. His comments got advisers talking on Twitter, and we've pulled together a collection of the top tweets about Mr. Robbins' turn in the spotlight at MarketCounsel.
