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Summary: As Kevin Myeroff explains it, many of his peers gripe about how difficult it is to find young talent and yet they refuse to pay up for it. “We created an apprenticeship that lasts for five years” that also “paid a working wage,” says the principal and senior strategic advisor of Akron, Ohio-based Sequoia Financial Group, a Barron’s-ranked top RIA firm. “We had to do it a different way because the traditional way was not working.”
Added on January 2020 in Join an RIA
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Summary: WealthManagement.com decided to find out. This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at colleges and universities. (The survey is limited to degree-granting, on-campus programs. Wealth Management will evaluate online, distance-learning certificate college programs in a follow-up study.) WealthManagement.com ranked these programs based on a weighted matrix of nine indicators believed to be markers of excellence.
Added on October 2019 in Join an RIA
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Summary: This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at colleges and universities.
Added on April 2019 in Join an RIA
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Summary: Winnie Sun, managing director of Sun Group Wealth Partners in Irvine, Calif., was just starting out as a financial advisor at Smith Barney in 2004 when she ran into one of the firm’s top female producers, who was energetic in her work while also caring for a young family. Sun told her she saw her as a role model.
Added on February 2019 in Join an RIA
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Summary:[podcast] The acceleration of advisor movement, particularly to the independent space, and the proliferation of a hyper-compliant culture within the walls of the big brokerages is keeping people like attorney David Gehn very busy these days.
