Client Servicing

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  1. Articles

    Yes, you need a brand. You really do.

    Your personal brand should differentiate you in your firm or in the marketplace and position you as an expert.

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    Robo-advisers say they aren't worried about Schwab

    Robo-advisers say they aren't worried about Schwab's new entrant but one market analyst isn't so sure the young industry can hold up against the giant household name.

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    Concierge services are not just for hotels

    How advisers can build stronger business relationships by making prospects and clients feel like they are the most important people in the world.

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    Two big developments in retirement planning grab advisers' attention

    Social Security and annuities make news, LPL's regulatory headaches continue, and the rest of this week's must-read stories for advisers.

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    A call to arms for advisers to champion the fiduciary standard

    Long-time fee-only advisers fear loss of a competitive edge as brokers blur the lines in the advice industry.

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    Focusing on female clients means helping with their lives, not just money

    Advisers give tips on what successful women want in a financial professional.

  5. Articles

    Are online investors actually panicking at the sight of market volatility?

    Covestor sees investors tinkering around the edges of their allocations, but not much actual fear

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    Where advisers can find help with social media

    You don't have to go too far to get the assistance you need to leverage today's tech tools

  7. Articles

    Practice your play-calling for the next market correction

    Proactive service during turbulent markets can help strengthen existing client relationships – and help forge new ones.

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    Three ways top-performing firms stand out

    Research reveals which factors shape an owner's success and impact development.

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    Running an advisory practice in the age of the robo-adviser

    Using online platforms to outsource compliance and back office responsibilities can help advisers focus their time.

  10. Articles

    Top advisers stand out on metrics of growth and productivity

    From more than 300 financial advisory firms, a dozen were chosen to receive Best Practices awards from InvestmentNews for being among the fastest-growing, most productive and profitable businesses in the industry. The firms were named top performers based on financial parameters that illustrate

  11. Articles

    Betterment launches robo-adviser for advisers

    Betterment founder and CEO Jon Stein says Betterment Institutional lets advisers get in on the “robo-adviser” game by allowing them to outsource portfolio re-balancing, daily tax-loss harvesting and more.

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    Handful of advisers control the majority of client assets

    IAA study shows that the top 1% of firms manage more than half of all assets.

  13. Articles

    Digital investment platforms go online to calm skittish investors

    Wealthfront and Betterment take to Twitter and the blogosphere as stock market volatility rises.