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Clearing, Custody Firms Now Tied With Wirehouses for Market Share: Aite

Added on May 2019 in Other Ideas
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Summary: 2018 was a very mixed year for the wealth management industry. Client assets fell 2.1% overall to $23.7 trillion — the largest decline in over a decade — due to the drop in the stock market, but the drop-off was uneven and the number of advisors rose less than 1%, according to a new report from Aite Group.

10 largest RIA aggregators focused on defined-contribution plans

Added on May 2019 in Other Ideas
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Summary: We break down the data by firm, assets and advisers.

Current Issue Past Issues SUBSCRIBE TO CONFERENCE NEWS Inside Retirement 2019 Invest In Women 2019 Inside ETFs Conference 2019 TD Ameritrade 2019 Schwab Impact 2018 ETF Strategy Summit Inside Retirement Conference 2018 Inside Alternatives Co

Added on May 2019 in Other Ideas
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Summary : As the financial planning industry moves inexorably to more of a fee-for-service model and away from the traditional assets under management (AUM) standard, advisors need to be aware of certain differences in how they bill their clients to avoid regulatory compliance problems.

Innovate or else: Advisers must leave the comfort zone before it's too late

Added on May 2019 in Other Ideas
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Summary: A lack of innovation is threatening the growth that the financial advice industry has become accustomed to in recent decades, according to some top advisers.

Raising the bar on happiness at work

Added on May 2019 in Other Ideas
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Summary: Recently, a brief article in the New York Times caught my eye: "A Deceptively Simple Way to Find More Happiness at Work" by Tim Herrera. We all want to be happier at work, right? Alas, there is a reason it is called work. We make a deal to be paid in exchange for using our time and energy doing tasks and fulfilling responsibilities. But that arrangement may lose its appeal over time, especially for those who don't get the opportunity to do work that is meaningful to them.

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