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Summary: While it’s clear that technology for personal finance has shifted in ways we couldn’t have predicted three decades ago, the foundation of success in our industry relies on one thing, and it’s old-school: solid financial planning.: While it’s clear that technology for personal finance has shifted in ways we couldn’t have predicted three decades ago, the foundation of success in our industry relies on one thing, and it’s old-school: solid financial planning.
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Summary: Instead of engaging in an analysis of all the qualitative and quantitative benefits that the technology can offer their practice, the extent of their examination tends to begin and end with the question, "What's it going to cost?"
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Summary: A street-smart adviser has to rely on his or her gut and a repeatable process for discerning the trouble client from a merely high-maintenance one. Here are some ideas that could keep an ethical adviser away from an arbitration panel because of a bad client.
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Summary: Here are seven trends we expect to be at the top of RIA agendas next year. Most firm leaders know that to be successful, you can’t do too many things at once. Fidelity recently hosted a meeting of over 20 RIA firms in Boston, and the consensus was overwhelming: focusing on just a few key action items is the best way to help drive measurable results for your firm.
