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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.