Publisher’s Note
On Our 15th Year
Our mission to help you—and us, too—better understand the issues you face, and give you strategies to help resolve them, continues.
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Client Service
Value Judgment
How to best assess an advisory firm’s worth for a merger or an acquisition.
Financial Wellness Offerings a Value-Added Service for DC Plan Clients
Adding education about managing debt to advisers’ offerings will increase their competitiveness as well as the effectiveness of clients’ DC plans, LIMRA SRI says.
Fi360 and 55ip Team Up to Help Advisers With Fiduciary Processes
55ip will use Fi360’s Fiduciary Score as a factor in 55ip’s investment strategy engine.
Consumer Trust in Advisers Shaped By Memberships, Experience
Thirty-five percent of Americans surveyed by Million Dollar Round Table say their trust would increase in financial professionals if they can demonstrate they are active members of industry associations.