From WealthManagement.com
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Summary: The U.S. Fifth Circuit Court of Appeals issued a mandate Thursday, making effective its March 15th decision to void the DOL fiduciary rule. The rule effectively died on June 13, when the DOL allowed the deadline to appeal the aforementioned decision to the Supreme Court to pass. This inaction came as no surprise to most, given the Trump administration’s general hostility towards regulation in general and the rule in particular.
From InvestmentNews
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Summary: If there was one theme that stood out at the CB Insights Future of Fintech conference in New York City this week, it's that financial technology startups still believe they can "disrupt" traditional financial services firms and improve everything from banking and credit to financial advice.
From ThinkAdvisor
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Summary:Schwab Independent Branch Services released its first Examining the Mindset of U.S. Financial Professionals survey, which finds that client-facing financial professionals care deeply about their work and are pleased with their jobs, yet 76% say they have experienced obstacles that have limited their success, citing lack of support and limited autonomy.
From WealthManagement.com
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Summary: Passing off mundane tasks to technology frees up your valuable time to meet with more clients, build deeper (and perhaps multigenerational) relationships and even grow your book of business that may have once seemed at capacity.
From RIA Match
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Summary: The full report brings together information on how you behave in the workplace and why to give you a powerful sense of your strengths and value to an organization. The assessments can improve your interactions with the people around you, and allow you to maximize your skills of communicating, decision making, and getting to agreement with others. The report will also help you understand how other people may be perceiving you.
