Weekly Digest: Monday March 25th

Weekly Digest: May 6th

Changing Service Models

It is getting harder and harder to be a solo practitioner in this business – you may be competing with another advisor and not know it.  Service models need to change to meet the demands of clients and decisions need to be made.  In house, outsource merge?  What is the future of your practice?

Changing Service Models

Marketing Guidelines

Ensure that you’re complying with the marketing guidelines outlined by the SEC – here’s a risk alert to keep in mind:

SEC.gov | Risk Alert: Initial Observations Regarding Advisers Act Marketing Rule Compliance

Millennials and Gen Z

Younger generations may be relying on social media for their retirement advice – which can be full of misinformation. Learn how to reach these young people in this article from Wealth Management.

Retirement Anxiety Can’t Be Cured Online | Wealth Management

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