From InvestmentNews
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Summary: Eric Roberge dedicated three years to helping an adviser develop a business he expected to take over one day. He quit, though, when the adviser offered him a handshake promise instead of a written succession plan that spelled out his future with the firm.
From InvestmentNews
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Summary: There comes a time in every growing advisory firm's life when the owner has to stop managing a practice and start running a business. Adviser Gerard Klingman explains his process for shifting to professional management
From Think Advisor
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Summary: In its efforts to raise awareness, TDAI has awarded its third annual NextGen Financial Planning Grants and Scholarships: a $50,000 grant to the University of North Texas to expand an existing financial planning degree program; a $25,000 grant to Temple University in Philadelphia to help develop a new program; and 14 $5,000 scholarships to students across a variety of universities.
From IRIS
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Summary: A person with a strong mind is someone who can predict the way they will respond to events in life so they can choose the better alternative. They can look back at how they’ve responded to situations in the past, learn from those experiences, and apply that knowledge to future ones.
From WealthManagement.com
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Summary: For firms looking to put recent graduates to work drafting financial plans, would-be advisors say that’s not what they want. Instead, they desire positions with a first-hand view ofhow financial services can help clients.
