More using social media to stay in touch with clients, keep up to date.
Advisers routinely seek out referrals from existing clients in a bid to build up business. New data suggests they're wasting their time.
Client info must be detailed, readily available -- and backed up off site
Cogent study finds mass affluent wants info on products, services, markets via social media.
Angie Herbers lays out different roles a recruit might fill, and the means to grow within them.
Board looking at whether suitability applies; rule change would get industry 'up in arms'
