From Financial Advisor IQ
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Summary: Recruiting the ideal candidate to join a financial advice practice now requires serious investment to search for individuals with traits impossible to put on resumes, such as the ability to work on a team, one wealth management executive tells the Wall Street Journal.
From InvestmentNews
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Summary: The Securities and Exchange Commission is taking a closer look at advisers' use of social media by making their activity part of their annual disclosures to the agency.
From Financial Advisor IQ
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Summary: Advice practices were hit with a double whammy of rising overhead and slowing asset growth in 2015, and those who let operating costs run away from them may face more of the same this year, according to a new study released by TD Ameritrade Institutional.
From Barron's
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Summary: With an increasing number of the best independent advisory practices growing into full-blown firms, Barron’s asked some key executives to put this moment in time in perspective. Here are their comments:
From LinkedIn Pulse
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Summary: When a visitor does come to your office, you want them to see a reflection of who you are, so they get a sense of what you’re all about. The equivalent digital space to your physical office is your website. And your blog is where people will find out more about you, instead of coming in to your office. It’s where you put your personality on display and your company culture (the one you work to create, like I discussed in this post) for the whole internet to see.
