From Financial Planning
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Summary: [Slideshow] The research, conducted in February and March of 2018, reveals which industries have the highest prevalence of unwanted sexual conduct, blind spots that may be preventing corrections, and how millennials differ from other generations on possible solutions.
From InvestmentNews
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Summary: I'm guessing that as a financial adviser you go to great lengths to keep your office clean. After all, you'd be embarrassed if a client could sign his or her name in dust on your fancy wooden desk. (Grab some lemon Pledge, I'll wait).
From OnWallStreet
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Summary: For 21 years, we have been meeting with clients in person, for dinner, for golf, to review their financial statements and more. It's the way we've always done business. But given how fast technology is changing the business, even society, will future financial planners even meet face-to-face with clients?
From ThinkAdvisor
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Summary: Many industries benefit society beyond the dollars and cents they generate. Sometimes, the positive societal impact is more immediate and obvious, such as a teacher’s contribution to the growth of young minds, or a doctor’s ability to improve patients’ overall wellness. However, in the financial services industry, the direct benefit may be less widely known.
From WealthManagement.com
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Summary: [Podcast] Michael Kitces talks with Creative Planning President Peter Mallouk about how to build a one-stop advisory shop and drive organic growth.
