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Summary: Effective marketing helped top registered investment advisors grow at twice the rate other firms did in 2017, according to an annual survey by Charles Schwab.
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Summary: TD Ameritrade Institutional is giving away cash awards for fintech proposals that offer innovative strategies for the RIA industry.
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Summary: 2017 may be a hard act to follow for RIAs, but firms that want to keep growing must continue to focus on client needs, marketing and adding talent, according to the latest RIA Benchmarking Study from Charles Schwab.
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Summary: Regardless of firm size, independent firms are experiencing strong five-year compound annual growth in key metrics like assets under management, revenue and number of clients, according the Charles Schwab's annual RIA Benchmarking Study.
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Summary: Is communicating clearly and effectively truly that hard? “I don’t think there is real magic sauce to this,” says Augustine SC Hong, CEO and co-managing partner of Alexandria Capital. “It’s really aligning everybody to the common sort of goal, shared vision, having that shared vision, and to be able to say, OK, we’re going to try to all get here.”
