From Financial Plannning
Added on April 2016 in M&A Issues
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Summary: Cooper and other experts, speaking on Thursday during a Financial Planning webinar, say that having the right strategies in place can not only help a firm grow, but also protect what's already been built.
From On Wall Street
Added on April 2016 in Join an RIA
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Summary: Teams provide the fast track young advisors and top producers want, leading recruiters say in this video installment of On Wall Street's annual recruiters panel.
From On Wall Street
Added on April 2016 in Join an RIA
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From Think Advisor
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Summary: Joel Bruckenstein, the advisor technology expert, kicked off his panel at the Shareholders Service Group national conference with a warning to the 300 or so advisors in the room in San Diego. "What’s perfectly secure today won’t be” in the very near future, Bruckenstein said.
From IRIS
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Summary: Here is a question. Can you give me ten reasons I should do business with you (or your company)? I’m talking about good reasons. Reasons that would make me take notice. Reasons that would make you stand out.
