From InvestmentNews
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Summary: With this tool, LinkedIn will match its members with freelance professionals when a request is filed, to which an adviser can accept or reject. From there the prospect and adviser can go off line and discuss future services. Other industries include design, writing and editing, real estate and software development.
From Financial Advisor IQ
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Summary: For nearly eight years, Unified Trust’s fiduciary investment advisor Billy Lanter has been teaching financial literacy to school-aged children through the nonprofit organization Junior Achievement.
From Finacial Planning
Added on March 2016 in M&A Issues
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Summary: Transaction volume for mergers and acquisitions of independent advisory firms in 2015 reached a 10-year high of 84 deals, up 56% from 2014 and 127% from 2006, according to Charles Schwab Advisor Services Deal Data report.
From WealthManagement.com
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Summary: Ask an industry vet about his or her compliance department and you will hear many colorful euphemisms used as definitions. “Business Prevention Unit.” “Department of No.” Humor aside, it is this thinking that immediately disintermediates a fairly sophisticated group that could be a significant resource in asset and revenue generation
From IRIS
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Summary: While a small following may seem like a weakness, it’s actually quite the opposite. In fact, it’s a pot of gold right beneath our noses. Here are four reasons why.
