Client Servicing

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  1. 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

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    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.

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    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

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    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.

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    Digital investment platforms go online to calm skittish investors

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

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    Protecting client information is more than just a computer issue

    Taking every precaution to guard against today's threats means focusing on both physical and electronic security.

  9. Articles

    How to nail your team's next presentation

    Here's how to avoid letting interpersonal dynamics alienate colleagues and clients.

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    BloombergBlack honcho John Michel comes full circle with new gig

    Former BloombergBlack honcho John Michel picks up where his last gig left off, and picks up Lebenthal Wealth as a client.

  11. Articles

    Supreme Court's gay marriage decision has advisers scrambling

    Advisers across the country are scrambling to figure out how the Supreme Court decision that essentially lifted a ban on gay marriages in five states will impact same-sex couples not just in those states but in others likely to be affected.

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    Technology's role in keeping RIAs ahead of the disruption curve

    Embracing unifying technology that fortifies practices will help independent advisers secure their businesses' futures.

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    Don't market to women, serve them, Krawcheck tells advisers

    Women, on way to becoming the majority of U.S. millionaires, represent the industry's biggest business opportunity.