From ThinkAdvisor
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Summary: Seventy-four percent of U.S. financial advisors in a new study used social media to initiate new business relationships or onboard new clients during the coronavirus pandemic, Putnam Investments reported Thursday.
From InvestmentNews
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Summary: Encouraging more women and people of color to build careers in the financial advice business will require firm leaders to intentionally make their organizations more inclusive and supportive of different cultures, according to a diverse industry panel speaking on an InvestmentNews webcast.
From Financial Planning
Added on September 2020 in Form an RIA
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Summary: When advisor Ryan Pine and his partners left Morgan Stanley to open an RIA in 2013, they had their work cut out for them. The team had to negotiate office space and figure out branding for the new enterprise.
From InvestmentNews
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Summary: 2020 has opened my eyes to a startling contradiction. In talking with our coaches, who speak with dozens of advisers every week, we’ve noticed a duality unfolding in our profession: advisers who are having their best growth years and those who are floundering. There seems to be a secret formula that one group recognizes and the other has yet to stumble upon.
From Financial Planning
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Summary: There’s a lengthy checklist financial advisors complete when going independent, but selecting where to house client assets is possibly the most critical item on it.
