From FA Magazine
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Summary: Nothing raises anxiety more than uncertainty, and business owners are constantly up against the unknown. Market changes, comprehensive tax reform, personal developments—any number of events could dramatically change the way business owners operate their business and their decision-making, particularly when it comes to their exit strategy.
From IRIS
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Summary: There are as many destinations as there are important things in life. Which destinations should you check? The ones where you want to go and arrive at by a certain time. Here are a few destination-check suggestions for the successful and the serious-about-being-successful financial advisor.
From WealthManagement.com
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Summary: TD’s NextGen initiatives provide opportunities for scholarships and grants, a career exchange and an internship network. The demand for independent financial advice is growing, but the industry must confront an impending talent shortage
From Advisor Perpectives
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Summary: Things have been very difficult at our advisory firm since one of the partners announced his intention to retire. I’ve read a great deal about succession planning and I can honestly say, we don’t have one...
From InvestmentNews
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Summary: Advisory firms affiliated with independent broker-dealers, as well as registered investment advisory firms, will now have the chance to nominate themselves for national recognition for their efforts to attract and retain great talent. Through this initiative, we'll highlight firms that have successfully engaged their employees through new and innovative workplace practices.
