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Summary: Annually we report on our subscriber data to provide insights to advisory firm principals as they refine their firm's succession and strategic growth plans. A completed RIA Match profile includes comprehensive information from up to 72 data points. This aggregrated data offers insights from over 4,500 subscribers. Download the Subscriber Infographic where we provide a snapshot of the advisor types, trends and goals. Be curious and communicate with your matches!
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Summary: The deadline for comments on the Securities and Exchange Commission’s sweeping advice standards package for brokers and advisors ended Tuesday, and at midday, comments were still streaming into the agency.
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Summary: Diversity is​ viewed in very different ways by readers of InvestmentNews. This came into sharp focus when reading the responses to a survey on diversity we conducted in July as a sounding board for this week's issue.
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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.
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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.
