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Firms need to keep up with the dramatic increase in expectations for a better user experience.
February 3 - After considerable changes in 2019, how will the firm navigate fee compression and answer renewed questions over whether it competes with RIAs for clients?
- How advisors are coping in an ever-changing regulatory environment.
- A liquidity event for the $50 billion RIA is inevitable, according to the chief executive.
- There’s one position every firm should have, the CEO says. Plus, where the firm plans to expand next.
- How is technology transforming advice? The custodian's head of platform strategy weighs in.
- Is the subscription model viable? How long will the seller’s market for RIAs last? David Canter, head of Fidelity’s Clearing & Custody Solutions RIA division, weighs in.
- What makes for a successful merger? The head of one of the industry’s biggest buyers reveals his secrets.
- Recent tax law changes have impacted financial planners as well as their clients. Here are some strategies Baird's Tim Steffen suggests for some advisors. Plus, which clients should not rely on donor advised funds.
- There are several mistakes firms make with their non-white planners, says the organization's president. Here’s one of the biggest ones.