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| By Justin L. Mack | A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low. Read story → |
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| | | By Justin L. Mack 6 min read | The co-founder of the XY Planning Network offers up best practices for advisors eager to spend more time in front of their clients and less time in front of screens in 2023. Read story → |
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| | | By Justin L. Mack 9 min read | Jalina Kerr, the managing director of client experience at Schwab Advisor Services, wants to make digital adoption easy for RIAs. Read story → |
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| | | By Justin L. Mack 2 min read | The California native also shared what he is excited to see from wealthtech this year, and some tips for East Coast advisors taking in the West Coast sights. Read story → |
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| Join ABBYY and fintech thought leader and author, Chris Skinner, as they present a better way to engage customers, prove their identity and authenticate the supporting documents and content required to deliver stellar customer experiences. Learn more → |
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| | | When emailing a colleague do you feel the need to punctuate several sentences with exclamation points to convey a friendly tone? Learn More. Read story → |
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| | RESOURCES | | | WEB SEMINAR | | Thursday, January 26, 2023 3:00 PM EST | For business owners, a maze of financial and emotional challenges can stand between their practice and the future. Bluespring president David Canter shows us how to get there. Learn More → | | | WEB SEMINAR | | Tuesday, January 24, 2023 12:00 PM EST | PIABA president talks about why getting online records erased is easier than many advisors think and why more barriers should be put up. Learn More → | | | WEB SEMINAR | | Thursday, February 2, 2023 2:30 PM EST | The markets are looking for a Fed pivot, but central bankers continue to say more hikes are coming and rates will stay higher longer. OANDA's Ed Moya joins us after the meeting to give a comprehensive look at what the Fed signals for the future. Learn More → | | | WHITEPAPER | | | The business case for diversity, equity and inclusion (DEI) efforts Making a genuine commitment to inclusion can produce healthier, more productive workplaces. Download Now → | SPONSOR CONTENT FROM Cambridge Investment Research | More resources → |
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