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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. 

February 06, 2017

Navigating Through a Low-Fee World

“About 45% of households believe the financial advice they receive is free, or they are unsure whether they pay for financial advice, but there are several forces driving consumers’ attentiveness to fees,” according to a new study by Cerulli Associates.

January 26, 2017

What Comes Next with DOL Conflict of Interest Standard

Experts in several discussions this week suggested organic market factors could take the place of DOL rulemaking that under the Obama Administration sought to raise the conflict of interest standards for advice. 

January 19, 2017

Firms Charge Ahead Regardless of Trump Policies

Retirement industry executives overseeing one of the largest recordkeeping businesses around say they are optimistic for the future of DC retirement planning, whatever policies emerge from Washington.