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Advisers may not feel it yet, but downward fee pressure is coming

Added on December 2016 in Thought Leadership
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Summary: Financial advisers might not feel the increased pressure on fees this year, or next, but it is coming, according to the 2016 Fidelity RIA Benchmarking study.

Readying for 2017: 6 Predictions Following a Year of Volatility

Added on December 2016 in Thought Leadership
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Summary: To say that the past 12 months have been an eventful time in the news is surely an understatement by anyone’s standards. From the most unpredictable and contentious presidential election, continued war in the Middle East and an ongoing refugee crisis, to a momentous World Series win for the Chicago Cubs, President Obama making the historic trip to the island nation of Cuba, and so much more, it was quite a year on the world stage.

RIAs rank technology spending as top priority amid competition from robo-platforms: Scottrade survey

Added on December 2016 in Thought Leadership
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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.

Check these guys out, not just boomers and millennials

Added on December 2016 in Thought Leadership
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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.

Silence those voices in your head

Added on December 2016 in Thought Leadership
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Summary: Do you hear voices? Even when you're alone, there is someone talking to you — a near constant internal dialogue we have with ourselves. The voices in your head don't make you crazy, they make you human. But these voices have the power to make us believe some crazy things.

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