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Marketing and commentary articles

What we read this week: June 23, 2017

What we read this week: June 23, 2017

IIROC gets more power to investigate and prosecute in Alberta. Plus, the first large-scale blockchain test for the fund industry proves successful.

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Are “outlook” comments in MRFPs required?

Are “outlook” comments in MRFPs required?

Let’s examine whether or not your firm should include “outlook” comments in MRFPs.

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What we read this week: June 16, 2017

What we read this week: June 16, 2017

The digital revolution is reshaping the future for financial advisors. Also, U.S. business schools are creating fintech courses to meet demand.

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Why (and how) you should take a stand with your content

Why (and how) you should take a stand with your content

Taking a stand with your content will not hurt your reputation. Just the opposite. Take a stand and watch your audience grow.

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What we read this week: June 9, 2017

What we read this week: June 9, 2017

Distributed ledger technology could save the mortgage industry millions of dollars. Also, the robo-advice industry faces a big “perception gap.”

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What makes a great portfolio manager commentary?

What makes a great portfolio manager commentary?

Including these important components of a well-crafted commentary will help you take it up a notch.

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E-BOOK Finding Marketing Ideas in Odd Places

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