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Voices Why more advisers want to become RIAs

From On Wall Street
Added on July 2016 in Form an RIA
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Summary: In recent months, there's been an upsurge of serious interest from traditional brokers in becoming RIAs – reversing a recent trend.

Community College Students: New Source of Financial Planners?

From Think Advisor
Added on July 2016 in Plan for the Future
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Summary: The financial planning industry is counting on universities to produce young planners who will replace the older practitioners who are nearing retirement. The CFP Board of Standards, with the financial backing of TD Ameritrade, recently announced plans to encourage more academic research into topics central to financial planners, and to groom more academics to obtain advanced degrees and thus become the teachers of those undergraduate financial planning students.

How Robos Handled Brexit

From WealthManagement.com
Added on July 2016 in Thought Leadership
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Summary:

For the most part, the automated online advice firms known as robo advisors passed their first major market correction last August. But the volatility following the now infamous Brexit decision last week was more than a flash crash; it was based on a sociopolitical event that dominated the news cycle, rocked the global economy and could possibly lead toward a worldwide recession. Even if the overall dip wasn’t as drastic as the August 2015 volatility, emotions are high and investor anxiety is widespread

As Clients Go Digital Some FAs Aren't Keeping Up

From Financial Advisor IQ
Added on July 2016 in Thought Leadership
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Summary: More than three-quarters of advisors say their clients are looking for more digital tools and channels in their relationships with financial firms, according to a recent survey by Accenture. But that same survey also found that only around half of advisors say their firm is doing enough to meet these client expectations. With so many options out there, adopting digital tools can be overwhelming, time-consuming and expensive. But it’s also what clients — particularly younger clients — want.

Honoring Advisors Who Serve(d): Fourth of July, 2016

From Think Advisor
Added on July 2016 in Thought Leadership
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Summary: For Independence Day, ThinkAdvisor likes to dedicate at least a little space to an important group of financial advisors: military veterans. Not all stories by veterans are about hitting the beaches or dodging bullets; many are of the quiet moments before and after that action and over the course of many years of serving in the U.S. military.rs

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