online content

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  Strategies to Improve CE Credit: More Is Better

  By Michael E. Kitces  |  April 19, 2013

  The more CE required, the more demand there is for CE credit, and the more providers willing to try to craft quality CE credit.

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  Use and Misuse of Social Media

  By Les Abromovitz  |  January 1, 2012

  Social media is an inexpensive and effective way to communicate with established and prospective clients.  Nevertheless, when RIAs utilize social media to promote their advisory practices, they risk compliance problems for their firms.

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  Retirement Master

  By Jane Wollman Rusoff  |  December 26, 2011

  At 31, Marcia Mantell was thrilled to step into retirement. Not her own — but the burgeoning financial services’ retirement industry. The year was 1992.

• Asset Managers Turn to Digital Marketing

  By Marlene Y. Satter, AdvisorOne  |  July 28, 2011

  Asset managers are using digital marketing techniques that include such things as microsites, social media, and mobile apps in order to make inroads with RIAs, according to a new report from Financial Research Corp.

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  Commonwealth Financial Offers Forefield Marketing Apps to Its Advisors

  By James J. Green, AdvisorOne  |  July 20, 2011

  Independent BD reps will gain access to educational, CE and client communications tools at no charge from Broadridge unit.