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Most Read IRIS Articles of the Week (November 28-December 2)


Most Read IRIS Articles of the Week (November 28-December 2)

Here’s a look at the Top 11 Most Viewed Articles of the Week on, November 28 – December 2, 2016. 

Click the headline to read the full article.



1. Does Robo-Advice Have a Place in a Premium Advice Offering?

Technology has been conspiring to lower price points of services for some time now, and I’ve been left with no doubt recently about Silicon Valley’s desire to make financial advice affordable for the masses. — Stewart Bell

2. 7 Critical Steps to Becoming a Professional RIA Buyer

As conference season winds down in the wealth management industry, everyone seems to be discussing the “mega trends” that are leading to consolidation in the RIA space. — Matt Sonnen

3. 3 Reasons Alternative Investments May Be Your New Key to Success in Changing Times

For some, recent headlines have been unwelcome harbingers of changing tides in the advisory business, many of which are rooted in the DOL fiduciary rule. — Bill Acheson

3. Advisors: Why You Need to Lead by Example

One of the ways we ask our clients to be open-handed is to provide valuable content in their articles – not just surface level ideas, but concepts people can actually apply to their lives. — Jud Mackrill

5. 6 Things NEVER to Say to Female Investors

The fastest way to turn a potential female investor off is by telling her how great you are or your system is. Women look for advisors who they can connect with, someone who shows they care about them and their needs. — Strategy Marketing

6. Muni Bonds Are Key to Donald Trump Making America Great Again

Ever since he made his presidential bid in June 2015, Donald Trump has vowed to “make America great again.” Part of that promise includes rebuilding the nation’s infrastructure, a monumental task that will require the financial backing of tax-free municipal bonds. — Frank Holmes

7. The 6 Most Important Times to Purchase Life Insurance

We put together a list of the most important times in your life that you should purchase life insurance. Pay particular attention the last event listed. — Brad Cummins

8. It’s So Easy to Hack You, and Here’s How

Jamie applied to the pizza firm for a job as a delivery boy, got the outfit and walked into the bank with a bunch of pizza boxes.  The boxes contained no pizza but, rather, had gateway access boards to place in the servers for easy access to the network.  — Chris Skinner

9. 3 Ways to Prove You’re Fulfilling the DOL Best Interests Standard

There are three measurements of client risk an advisor must quantify in order to exhibit the best interest standard. If these three lights align, an advisor’s client is irrefutably invested correctly. — Aaron Klein

10. The First and Most Important Milestone for Any Business That Wants to Grow

As any entrepreneur knows, the challenge of getting enough revenue in the door to support operations is the first and most important milestone for any business that wants to grow. If you don’t hit that milestone … — Elliot Weissbluth

11. Would You Hire Yourself As Your Financial Advisor?

Study after study suggests we are our own worst enemies when it comes to investing our own money. That’s because we have to fight two big cross-currents
 … — Pam Krueger

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