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Top RIAs Discuss Pathways to Leadership and Growth

Added on June 2022 in Other Ideas
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Summary: At the inaugural RIA EDGE conference held at The Diplomat Beach Resort in Hollywood, Fla., last week, the event’s RIA CEO All Star panel discussed best practices on leading and growing an advisory firm in today’s environment. And while the panel was not designed to be all-female, it did turn out that way, an indication of the strides that females execs have made in the wealth management industry.

T3 2022 recap: Top takeaways from the adviser fintech conference

Added on May 2022 in Other Ideas
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Summary: After the Covid-19 delta variant cancelled 2021 plans, the Technology Tools for Today conference made its long-awaited return this week. This year’s event was the most attended in the event’s history, according to T3 president Joel Bruckenstein. Around 1,000 people came to Denton, Texas — nearly half of whom represented advisory firms — to learn about innovative startups and the latest trends driving the world of adviser technology.

 

Why women make great financial advisers

Added on April 2022 in Other Ideas
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Summary: Women's emotional and social competencies are essential for financial advisers, who often have to have tough conversations with clients and handle delicate situations.

Benefits of Hybrid Client Meetings: Less Paperwork, More Social Connections

Added on April 2022 in Other Ideas
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Summary: Financial advisors are finding more opportunities for meaningful engagement with clients and even their family members when they conduct virtual and in-person meetings.

 

How Baseball and Investment Managers Measure Talent Is Not So Different

Added on April 2022 in Other Ideas
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Summary: A player’s batting average may be the most familiar statistic in baseball to all fans and is a basic way to measure their competency at the plate, just as Morningstar’s batting average measures the percentage of months a manager has outperformed their respective benchmark over a period of time. 

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