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Useful research for the financial and wealth advisor.

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Delegate what you can
Part 1: Delegate what you can
Sep 01, 2017
Advisors appear to be shifting their time toward areas of their businesses where they potentially add the most value.
Personal over impersonal
Part 2: Personal over impersonal
Sep 01, 2017
The effort to build relationships with existing and potential clients aligns with the communication methods deemed very...
The fiduciary rule
Part 3: The fiduciary rule
Sep 01, 2017
Three-quarters of advisors (76%) say their firms are very prepared for the DOL fiduciary rule, while another 21% say they are...
Alts and ETFs: On the rise
Part 5: Alts and ETFs: On the rise?
Sep 01, 2017
RIAs primarily use this alternative investment as a portfolio diversifier (60%), although risk management (40%) and reducing volatility (39%) were also popular answers.
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