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Most Read IRIS Articles of the Week: June 26-30


Most Read IRIS Articles of the Week: June 26-30

Here’s a look at the Top 11 Most Viewed Articles of the Week on, June 26 – 30, 2017 

Click the headline to read the full article.  Enjoy!

1. Are You Getting Your Money’s Worth From Your Advisor

Recent news about a new fiduciary rule has left many folks more confused than ever about fee structures, and concerned about whether they’re getting the best value from their financial advisor’s fees or their brokerage firm’s fee structure. — Brad Sherman

2. How to Financially Protect Yourself During Marital Separation

Getting divorced is a tremendous amount to handle legally, financially, socially, and emotionally, and it isn’t something to take on unless you’re absolutely sure there are no other viable options. But while you’re working on your marriage, should you physically separate? — Jeff Landers

3. Sizing up Strategic Beta

Interest in strategic beta ETFs is rising. A few simple guidelines can help investors pick from among the often-bewildering number of options. — J.P. Morgan Asset Management

4. 5 Things to Do Before Implementing a Robo-Advisor Strategy

Robo-advising technologies are gaining more and more traction, and how to effectively market them has become a question many financial advisors are asking. Marketing robo-platforms is tricky because you want to highlight the advances of technology, while also emphasizing your own value. — Marina Grindle

5. 3 Critical Steps to Improve Your RIA’s Cybersecurity

Cybersecurity is a growing concern, and recently has become a hot button issue amongst business publications and consumer national news. Regulatory boards that monitor the financial services industry are taking note to quickly shift accountability to financial advisors. — Brian Young

6. 7 Steps to Financial Success

We all desire a self-defined level of financial comfort. For some, this might mean having the ability to pay the bills and have no debt. For others, the dream of elaborate mansions and fancy cars stoke their imagination. — Michael Kay

7. Advisors: 3 Things You Should Never Say When Marketing to Women

With more women in command of family finances, financial advisors who can market successfully to women have their work cut out for them. If you’re a financial advisor, financial planner, or RIA firm looking to build your female client base, here are three things you might want to leave out of your sales pitch … — Sara Grillo

8. The Facebook Marketing Guide for Financial Advisors

Facebook isn’t just for funny cat videos or seeing what your friends had for dinner last night. It’s also a marketing tool, and financial advisors can leverage Facebook marketing to generate a steady stream of ideal clients. — James Pollard

9. How to Be a Real Person Online

Many times the first steps are basic – setting a profile and providing basic information about job history and titles. We know that social media is important today, but creating and maintaining a useful presence on LinkedIn is harder. — Jon Schubin

10. Only 1 out of Every 10 Financial Advisors Puts Clients Interests First

Here is the sad truth. Most Americans believe they already receive objective, fiduciary advice. The overwhelming odds are that they don’t. — Rick Kahler

11. Want to Attract HNW Millennials? An ESG Strategy May Be the Answer

There is an immense opportunity facing advisors today. Millennials are finally coming of age, and they are slowly but surely inheriting significant wealth from their baby boomer parents. Money is in motion. — OppenheimerFunds

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