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Summary: Laser App published the first in a series of white papers on Wednesday detailing the trends and the effect they’ll have on the wealth management industry. The software company partnered with Nexus Strategy on the series.
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Summary: With the help from 15 wealth management experts, we have handpicked titles from our past successful reading lists that advisers must read this fall. Whether it's practice management, portfolio construction, succession planning or just inspirational reads, we have it covered.
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Summary: A unique characteristic about the RIA community, and one I admire most, is the collective thought leadership voice that provides continuing guidance and direction. I was reminded of this fact while attending a recent Fidelity Inside Track conference panel with 5 prominent industry experts who discussed the topic of ‘Looking Forward: Insights on Creating Future-Ready Firms’.
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Summary: All too often, firms view marketing as an all-or-nothing proposition that has to be completely managed in-house by a full time marketing professional, and they just don’t have the need or budget. What these firms don’t realize is that there are other options available. One such option is a Virtual Marketing Director (VMD).
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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.
