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Practice management

April 21, 2017

Benefits and Limits of Social Media Marketing

Advisers widely like to use social media to cultivate client relationships—but they see limits on the value of social media interactions, with the vast majority passing on premium social media marketing services. 

March 10, 2017

Merrill Lynch Rethinks Move Away From Brokerage IRAs

Amid the effort to roll back the fiduciary reforms, retirement advice providers that moved early to get into compliance with the proposed conflict of interest standards are left to reassess how to proceed.

February 16, 2017

Everplans Network Amplifier Focuses on Growth and AUM Retention

According to recent research conducted for Everplans by Cerulli Associates, 93% of advisers believe they will retain the assets of heirs when their primary client dies, yet 85% of children fire the financial adviser after their parent dies. 

February 13, 2017

Trust Builders Revamps Fiduciary Support

“Financial advisers’ clients need to understand how market volatility can hurt their chances of a successful retirement, and they also need to know that options are available to mitigate the risk,” the firm suggests. 

February 08, 2017

2016 Adviser Choice Awards

PLANADVISER announced the winners of the third annual Adviser Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 30.

February 06, 2017

Passing the Torch

How to start thinking about a succession plan for your practice.