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Legendary Ex-Fraudster Frank Abagnale Says Cybercrime Will Turn Deadly

From ThinkAdvisor
Added on July 2018 in Manage Your Practice
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Summary: Today, cybercrime is chiefly about financial fraud. Tomorrow, it will focus on the destruction of human life. That’s what teenage fraudster turned FBI consultant Frank W. Abagnale of “Catch Me If You Can” fame tells ThinkAdvisor in an interview. “Technology will get very scary,” he warns.

Young, Wealthy Americans Want to Leave a Socially Responsible Legacy

From ThinkAdvisor
Added on July 2018 in Thought Leadership
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Summary: Wealthy Americans are increasingly thinking about the effects of their money throughout their lives and beyond, according to a recent survey commissioned by RBC Wealth Management.

Coalition of RIAs Seeks to Sway SEC Over Advisor/Broker Definitions

From WealthManagement.com
Added on June 2018 in Form an RIA
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Summary:A coalition of national financial advisor groups have launched a campaign aimed at the telling the SEC—as well as the public—to heed the differences between advisor and brokers when contemplating the commission's proposed Regulation Best Interest standards for FINRA-licensed brokers and SEC-registered advisors.

3 Ways Small Firms Can Hire Smarter

From ThinkAdvisor
Added on June 2018 in Plan for the Future
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Summary: Unless you’ve been overly fixated on the Kardashians for last half-decade, you’re undoubtedly aware of the “talent shortage” in the advisory industry. Simply put, most independent firms are growing faster than professional schools can turn out new financial planners.

10 habits of highly innovative financial execs

From InvestmentNews
Added on June 2018 in Thought Leadership
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Summary:W e asked 10 industry executives, all of them among InvestmentNews’ Icons & Innovators, what they do to stay on top of their game. Click through for their daily habits and rituals.

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