RIAs To Expand Marketing Efforts In Anticipation Of Bullish 2017
Improving efficiency and enhancing client experience may be the top two priorities cited by RIAs for 2017, but that’ s not reflected in how they plan to invest in their businesses, according to TD Ameritrade’ s RIA Sentiment Survey. Beating out technology, hiring, compliance and client relations, marketing is the area where 27 percent of RIAs expect to increase…
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