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Solidify client relationships in volatile times by overcommunicating

Added on August 2018 in Thought Leadership
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Summary: After the historically low levels of volatility seen in 2017, many investors became accustomed to a lack of bumps in the market. However, the type of predictability simply has not held true so far in 2018.

The Most Googled Financial Questions, by State

Added on August 2018 in Thought Leadership
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Summary: Becoming financially literate goes a long way toward achieving financial security, and Google is increasingly facilitating this process for many Americans.

7 startling work perks coming to your office

Added on August 2018 in Thought Leadership
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Summary:Ping pong tables, free snacks and sun salutations? These won't be good enough to vie for talent down the road. Time found that companies will roll out a new set of perks to attract workers, including self-driving cars and on-site barber shops.
 

A Third of Advisors Now Have Segment-Specific Fees, Does Your Firm?

Added on July 2018 in Thought Leadership
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Summary: SEI Advisor Network, the turnkey asset management platform offered by financial services firm SEI, published a follow-up white paper to a popular one from 2015 that details the evolution of compensation in the wealth management industry during recent years.

Advisors Prefer Face-to-Face Meetings

Added on July 2018 in Thought Leadership
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Summary: Financial advisors prefer to meet their clients face-to-face, according to a new study from Hartford Funds, and not via video. The study of 116 financial advisors—and administered in-person—found that 73 percent of advisors considered in-person meetings their favored method of communication with both clients and prospects. In comparison, only 12 percent of advisors found video platforms like Skype or FaceTime the most useful for client conversations. Among digital options, advisors listed LinkedIn as top choice, followed by Twitter and Skype.

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