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Summary: Many fee-only registered investment advisory firms are sitting pretty after strong growth in 2013, when rising markets perked performance across the board. But don't get too comfortable, industry experts warn.
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Summary: Even the name robo-advisor is derisive. It creates an image of uncaring, lack of humanity and inflexibility. It is the term that is now being broadly used by advisors to describe the new breed of technical startups (upstarts) that directly connect a technical-savvy investor with a suite of analytic tools that allow them to create their own financial plan or investment portfolio. A name this disparaging shows that advisors have some fear of this new model of financial advice.
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Summary: Advisors from all over the country descended on Chicago for the Envestnet Advisor Summit, held May 14 to 16. Sessions ranged from the usefulness of new enhancements to the firm's cloud-based advisor software to discussion panels on investment, planning and practice management topics. The article provides some key takeaways from the conference.
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Summary: Living and working in Harrison, Ark. (population: 15,000), Ken Savells took an appropriately small town approach to marketing. “I got on the phone and then I met with people,” says Savells, who started his practice Centurion Financial Services in 1999. “I just know a lot of folks in town. It was all through face-to-face relationships.” Savells continued following that tack until about four years ago, when he found he had to spend a lot more time serving clients than gathering new ones.
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Summary: Planners gathered in Salt Lake City last week for NAPFA's annual spring conference, hearing the latest thinking on behavioral finance, student debt, practice management and more. Here are a few of the smartest things that Financial Planning's staff and contributors heard at the conference.
