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Without connections, whether it’s personal or professional usage, social media sites are not of much value. In our latest social media study we focused our attention on the number of connections advisor have amongst the Big Three; Facebook, T...
Social media sites continue to proliferate and nobody has a crystal ball that tells us which sites will be dominant in the future. For the purposes of our latest research project we went beyond the Big Three (Facebook, Twitter, and LinkedIn) ...
Go with the flow? Maybe not. When looking at options to update your firms’ technology, sometimes keeping things simple—and separate—is the best option.
A handful of firms are trying to fix the problem of training the next generation of advisors. Advisors Ahead, a start up from an industry veteran, and a program inside Raymond James offer two examples of what advisor training may look like in the...
