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Knowledge and Insight > Manage Your Practice
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Do RIAs have a false sense of security?

Charles Paikert | Financial Planning, July 2018
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Summary: That was the sobering message delivered by Matt Brinker, United Capital's chief business development officer, speaking at SourceMedia’s In|Vest conference in New York. Brinker pointed to other industries seemingly at the top of their game that fell victim to disruption from innovators in their markets.

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