From InvestmentNews
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Summary: As a financial service professional, you take upon yourself the role of helping your clients build their financial futures. Undoubtedly, during your years of training for this demanding profession, you have come across one of the many versions of the financial planning pyramid, used by financial advisers and consultants to explain the concept of financial priorities.
From Capital Advisors Blog
Added on January 2016 in M&A Issues
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Summary: The merger and acquisition process can be daunting to someone who has no experience and isn't working with a broker. Over the years we have heard a number of horror stories and so we have compiled the following list of the top 10 mistakes in mergers and acquisitions.
From OnWallStreet
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Summary: It seems everywhere advisors turn these days, it’s “digital this and digital that.” With the sometimes confusing mash-up of bits and bytes and constant technological innovation, it’s critical that advisors know when and where to jump into the digital fray
From InvestmentNews
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Summary: Google “New York wealth adviser” and David Edwards' Heron Financial Group is one of the first firms to pop up, due in part to his early and dedicated approach to social media.
From WealthManagement.com
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Summary: In their new book, The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life, released this week, top advisors Ron Carson and Scott Ford share their disciplines and career successes to help business owners achieve a better work-life balance. But the book also takes shots at the advisory industry, calling for increased transparency, more responsible profit margins, fewer shortcuts in planning and better communication with clients.
