From InvestmentNews
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Summary: High quality client relationships and higher fees are among the attributes that firms landing in the top-quartile of the InvestmentNews 2016 Financial Performance Study of Advisory Firms possess.
From Financial Planning
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Summary: At the office, my co-workers developed a disaster plan that they test regularly. On Thursday, they quickly put it into action. In addition, I have never been so grateful for compliance.
From On Wall Street
Added on October 2016 in Form an RIA
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Summary: Launching an RIA can seem like a daunting task for some advisers. It’s not really just a single major business decision but a barrage of choices that are each equally important in creating a successful enterprise. It can overwhelm the underprepared.
From Financial Advisor IQ
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Summary: This time we hear from Bobby Feldman, a Pittsburgh, Pa.-based partner and financial advisor with Snowden Lane Partners, an independent wealth advisory firm with offices across the country. He describes how much he’s learned about clients by letting them do the talking.
From InvestmentNews
Added on October 2016 in Form an RIA
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Summary: I left a great wealth management firm to start my own RIA over six years ago. This was a difficult decision, but I wanted to serve a slightly different market that I thought was underserved — the younger baby boomers and a lot more of my peers (Gen-Xers and some millennials) that fell under the radar of the top wealth management firms.
