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For Advisors and Wealth Managers, What Will the New Year Bring?
Is the global financial crisis behind us? Are high net worth individuals out of the woods, or do new risks lie ahead in 2013? What are advisors and wealth managers doing to increase profitability in...
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Reconciliation and Data Management: What You Can Expect in 2013
What key trends do Advent clients and industry experts expect to see dominating the reconciliation and data management arena in 2013?read more...
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Research Management: Five Trends for the New Year
Feeling overwhelmed by investment information overload and the compliance risks it entails?read more...
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Toothless No More: SEC Takes a Bite out of Crime
Despite the recent turnover at the top of the SEC, the Commission continued forging ahead with enforcement actions targeting individual offenders. Fines levied against individualsâas opposed to...
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Are You Ready for the New GIPS Handbook?
If youâre like us, you probably have questions about the new GIPS Handbook. Thatâs why weâre excited about the Web Seminar that Ashland Partners held recently.read more...
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FINRA Throws in the Towel on RIA Oversight
In welcome news for advisors, who strongly opposed FINRAâs efforts to become their primary regulator, it seems unlikely that there will be an overhaul in the current regulation of RIAs through the...
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Social Media: Develop a Playbook for Success
The data has spoken: for advisors, social mediaâs potential value is enormous. Your clients are actively engaging in social channels, itâs time your business got in on the action. The benefits can...
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Billionaire Boys Club
Forbes has just named the 40 highest-earning hedge fund managers and traders of 2012.read more...
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FINRA Steps Up Policing of Advertising
On the heels of a record year for advertising-related violations and fines in 2011â45 cases totaling $21.1 millionâ FINRA seems determined to protect consumers from misleading or inaccurate...
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Plan Now, Play Later: Ensuring Your Firmâs Future
With the average advisor today in his mid-fifties, putting a succession plan in place is essential for the future of the firm. Nevertheless, Fidelity estimates 75% of advisors are without a succession...
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High Net Worth Individuals Flocking to Social Media
It seems high net worth individuals canât get enough of social media in 2013. Forbes recently published highlights from a comprehensive study on social media, courtesy of Cogent Research and...
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Survey Says⦠The 2012 Asset Management Survey
The Advent Users Group recently released the 2012 Survey of the Asset Management Industry. Now in its sixth year, this comprehensive survey provides insights into operations and compensation best...
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