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Advisor businesses are growing, in client numbers and geographical reach. Investors typically find advisors through personal referrals, but also increasingly use online searches and social media to make a connection. One study found 65% of clients research potential advisors through social networks, and 86% use those networks to help in their buying decisions.

Some call it the “consumer revolution,” where clients are becoming collaborators in their financial planning. Fintech and social media train investors to expect efficiency, transparency and accessibility. Rather than a relay of information from advisor to client, limitless information online and booming client-focused tech innovation enables the client to exchange ideas with his or her advisor.

A recent survey by Accenture Research found 88% of advisors believe their clients are more knowledgeable about the investing process and available product solutions than they were five years ago. And...

Asset location can be key for successful wealth management

For many clients and their advisors, taxes are a critical part of the wealth management equation. By reducing taxes, advisors can help clients enhance performance and keep more money compounding in their accounts to pursue long-term goals.

Asset location is key to reducing...

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What to communicate to clients in times of market turmoil.

Markets are roiling and stocks are off to their worst start to a New Year in history. With oil prices plunging and the Chinese stock market causing a global sell-off, clients may become increasingly agitated as they see their investment performance declining.

Concerned investors can easily...

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Differentiate Yourself while Meeting Client Needs with Socially Responsible Investing

Socially responsible investing, or SRI, has become increasingly popular over the last decade. More and more mainstream money managers are incorporating social and environmental factors into their investment decisions in response to the demands of investors who want to own companies that share...

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A Super-Charged Growth Plan for RIAs

The fastest-growing registered investment advisors have to excel at a number of skills – from providing great client service and investment advice, to skillfully managing their people and businesses.

But to grow and scale an RIA business...

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