From ThinkAdvisor
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Summary: The main business priorities of RIA firms this year are acquiring new clients, leveraging technology, including customer relationship management (CRM) systems to improve productivity, and enhancing strategic planning and execution, according to a new study by Charles Schwab.
From InvestmentNews
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Summary: Amid all of the trappings of running a business, how do I find time to innovate? What if I'm just not the creative type?
From IRIS
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Summary: [Podcast] Between serving clients, growing your business and your private life, it’s easy to have more tasks in your head than you feel you could ever handle.
From InvestmentNews
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Summary: I started out as a commission-based salesperson at a national financial services firm. It was the best bad thing that ever happened to me. (I'll explain why in a moment.)
From ThinkAdvisor
Added on July 2019 in M&A Issues
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Summary: The number of RIA mergers and acquisitions announced in the first six months of 2019 grew a whopping 82% from the same period last year, putting such transactions on track to achieve an all-time high this year, according to TD Ameritrade Institutional.
