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10 biggest breakaways of Q4

Added on January 2019 in Join an RIA
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Summary: There were 147 breakaway broker moves in the fourth quarter of 2018, which marked a 35% spike above the historical breakaway average, according to Echelon Partners. Following are 10 moves that helped tip the scales, listed under the name of the firm the team is joining.

How Will the Next Financial Downturn Shape Your Career?

Added on December 2018 in Join an RIA
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Summary: The last bear market jolted a lot of financial advisors, and many are still feeling the impact a decade later. The advisor workforce is smaller today than it was in 2007, even as the number of millionaires is going up each year. While that’s partly due to age and technology, some of the erosion can be traced to strategic and tactical mistakes.

Advisor shortage? What advisor shortage?

Added on December 2018 in Join an RIA
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Summary: Puncturing one of the RIA industry’s most widely-accepted axioms, the Dynasty Financial Partners chairman did indeed make that assertion at the recent MarketCounsel Summit in Las Vegas. Contrary to ominous reports of a talent shortage, Thomson said, too many advisors are serving too few clients.

The Rewards and Risks of Independence: A Conversation With Mark Tibergien

Added on December 2018 in Join an RIA
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Summary: [Podcast] An episode for all members of the wealth management community, from those at wirehouse firms to independent business owners. ‚Äč

Some good news about female recruitment in financial advice

Added on November 2018 in Join an RIA
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Summary: Whether promoted from within or hired from outside the firm, each of four core advisory positions tracked in InvestmentNews' benchmarking study has seen an uptick in women entrants.

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