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Using Client X’s Success Story to Inspire Client Y
Financial advice gets less abstract when attached to real-world examples.
SEC Approves Rule on Who Can Be an Arbitrator
Securities industry veterans and plaintiff lawyers need not apply.
Envestnet Falls in Line With the Robo-Advisor Parade
The investment-platform provider joins the big custodians.
Bring Social Media Into Your Business Model
Firms need to emulate how clients communicate on mobile devices.
Research Vault
Woe Betide the Value Investor
So-called value investors have substantially underperformed the S&P 500 index for the last 30 years, according to one report.

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