3 Strategies for Thriving After the DOL Rule

In our previous post on the upcoming DOL rule we presented massive new threats for RIAs. You will have thousands of new competitors and your best sales pitch – unbiased advice – will no longer be differentiated. We suggested you start communicating with existing clients to get ahead of these competitive threats.

We’re begging you – please wake up

After we published this post I had a quick email exchange with our friend Michael Kitces.

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Will the iWatch Change Financial Advisor Technology?

Will the iWatch Change Financial Advisor Technology?

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Back when the smartphone (iPhone et al.) came out, various apps revolutionized how users managed their money. They were able to move away from the computer or visiting a bank, and manage their financial lives from a mobile device. With the introduction of the Apple iWatch to accompany the iPhone, apps that are on an iPhone [...]

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Periscope for Wealth Management business

What Is #Periscope, and How Can It Help Your Practice?

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If you haven’t heard of Periscope yet, no worries – it hasn’t been out long and is only just being used by larger brands. It has a rival competitor called Meerkat, but as Twitter now owns Periscope, it may become a larger name in this space. Here's a quick overview covering what it is and how it might help your practice.

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