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Practice Management

August 02, 2017

More Advisers May Be Forced to Use Model Portfolios

Most executives interviewed by Cerulli believe that home-office discretion will increase as “underperforming advisers are identified and persuaded to use portfolios created by the headquarters consulting group.”

July 19, 2017

Elite DC Advisers Have Had Enough of Falling Fees

The head of DCIO sales for Wells Fargo describes an encouraging trend in the way advisers are defining their value and assessing pricing that is fully rationalized and fair to both the client and the firm. 

June 20, 2017

Top Advisers Let Tech Do the Heavy Lifting

“Advisers who embrace technology—especially solutions to more efficiently handle tedious recurring client-service tasks—are going to be the ones who scale, grow and ultimately win.”