From IRIS
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Summary: Recruiting high quality advisors is a top of mind concern of every client we work with. And I can see why. In an industry projected to grow by 30% where there are more advisors over the age of 70 than under the age of 30, you don’t have to be an economist to figure out that we’re facing a major supply shortage.
From LinkedIn Pulse
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Summary: Succession planning is a real buzzword right now. With the large number of boomers set to retire, everyone is talking about how to help them make it happen. Unfortunately, many business owners are having these conversations far too late.
From Financial Planning
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Summary: [Slide Show] For an RIA, no business-to-business relationship is more important than the one the firm has with its custodian.
From Schwab Advisor Services
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Summary: The Independent Advisor Outlook Study (IAOS) by Schwab Advisor Services reflects the views of independent advisors on their industry, their businesses, their clients, and the general investing environment. The semiannual study is now in its 11th year. The results of the current iteration illuminate how independent advisors perceive the maturity of the independent model, and reveals perspectives on how the state of the industry informs the opportunities that await their firms
From InvestmentNews
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Summary: Financial adviser Dewey Engelsma perfected his time-management skills by investing in technology and parceling out his day.
