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By James J. Green, AdvisorOne |
January 30, 2013
Author and entrepreneur Brett King paints a near future where changing client behavior will force big changes in how advice is delivered.
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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.