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FinTech Boom Slows, But Not Over

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Robo-advisors were just the first wave of a sea change that could sweep the traditional advisor away.

Client 'Bad Mouthing' Can Damage Your Business

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All it takes is one unhappy client to ruin your reputation on social media, according to a new Fidelity study.

Do Sponsorship Deals Pay Off For Advisors?

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From motor racing to recycling drives, some advisor firms sponsor entities and events as a marketing strategy.

How To Work Effectively With The Media

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Ever hear this one? “It’s not what you know but who you know that counts.”

Millennial Advisors Want To Change The Industry's Culture

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Millennials love the financial industry, but balk at its traditional culture.

Microsoft To Buy LinkedIn For $26 Billion In Biggest Deal Yet

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The deal is a way for Microsoft to compete in a consumer Web boom dominated by the likes of Google and Facebook Inc.

Study: Wealthy Leaving Advisors Behind In Tech Adoption

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According to a recent study, advisors are struggling to keep pace as wealthy individuals adopt new technology.

Does Facebook Suppress Conservative Viewpoints?

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Facebook CEO Mark Zuckerberg said the company is investigating allegations that it has a left-leaning bias in its news feed.

Asset Managers Struggle To Adopt Content Marketing Strategies

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Asset managers are adopting content marketing, but are failing to plan strategically, a new survey says.

A Believer In Megacap Growth Stocks

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Aziz Hamzaogullari thinks like a private investor.

MIT Paper Says Twitter Helps Investors Profit On Fed Policy Meetings

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The paper says a trading strategy based on views posted on Twitter prior to Fed policy meetings regularly turned a profit.

Unlocking Millennial Potential In The Retirement Space

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After helping young advisors win industry recognition, IFP shares its millennial success story.

Social Media And FAs: More Hype Than Help?

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Social media is being hailed as a must-have tool for financial advisors, but a number of advisors still aren’t feeling the magic.

BNY, Insight Bring Absolute Return Fund Stateside

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New York-based BNY Mellon Investment Management has launched its first fund subadvised by London-based Insight Investment.

Still Kicking

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It won’t be a banner year for U.S. equities, but it won’t be a total bust.

Social Graces

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Survey says, professionals who have integrated social media into their practices are increasing AUM and clients.

Advisors See Social Media Driving Client Acquisition, FPA Says

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An FPA and LinkedIn survey says financial advisors who do not use social media will be left behind.

Study: Advisors Say The Future Looks Like The Present

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In 10 years, financial planners will still spend most of their time working with clients in person, said advisors in a recent survey.

Why Apple Wants to Get Into the Unprofitable World Of Payments Between Friends

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An upcoming iPhone feature, which will let users send money to friends, is expected to be an unprofitable way to boost adoption of Apple Pay.

A Client Event Topic That Every Advisor Should Offer

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Educational topics can be super successful for advisors’ client events. Learn about one topic that will undoubtedly be a success.

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