From Wealth Management
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Subject: Reframe professional development review meetings to put the onus on the employee to hold themselves accountable.
From Wealth Management
Added on April 2023 in M&A Issues
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Subject: The dynamics are shifting in the RIA M&A space, and recent events will likely spur a rise in small aggregators merging or selling to larger enterprises, argues NewEdge Advisors’ Alex Goss.
From Wealth Management
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Summary: With an established career in government lobbying, advocacy and policy, Anna Bell Gall is typical of someone who registered for The Virtual Externship as part of a career change strategy.
From Wealth Management
Added on April 2023 in Form an RIA
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Summary: ChatGPT set records this year for the fastest-growing user base, and when you look what other popular apps such as TikTok and Facebook have done to change our society, it’s hard to wonder what exactly will be the effects of this new AI.
From InvestmentNews
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Summary: It's doubtful many advisors are doing the same due diligence into who produces conference apps and what safeguards are in place that they do with other pieces of their tech stack.
