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FINRA Needs Next Gen Talent Too

From WealthManagement.com
Added on May 2015 in Join an RIA
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Summary: So far, industry efforts to attract young advisors to the profession have been fragmented and slow-going. But the industry’s regulator is having its own problems recruiting next generation talent. 

SEC might require more disclosure about SMAs and social media

From InvestmentNews
Added on May 2015 in Form an RIA
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Summary: The Securities and Exchange Commission on Wednesday unanimously proposed a rule that would require investment advisers to disclose more information about their use of separately managed accounts and their social media activities.

Top Risks Faced By Solo-Advisor Practices

From Financial Advisor IQ
Added on May 2015 in Manage Your Practice
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Summary: Despite the attention given to the fiduciary standard and robo-advisors, there remains another trend that has not been as widely covered but is changing wealth management: the demise of sole-practitioner advisors.

On Stage, a Face Off Between Traditional Players and Digital Firms

From Financial Planning
Added on May 2015 in Plan for the Future
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Summary: The worlds of traditional wealth managers and upstart digital competitors collided on the same stage during the LinkedIn FinanceConnect conference in New York on Thursday, and the competition between the two simmered through exchanges.

Wearable Tech Goes Mainstream

From ByAllAccounts
Added on May 2015 in Thought Leadership
1 visitor like this article | Viewed 3710 times | 0 comment

Summary: Wearable technology is the blending of advanced electronics, sensors, and computing power into clothing or accessories that can be worn on the body. Wearables have come a long way, from smart glasses right out of a futuristic movie, to hidden fitness trackers that silently encourage us one step at a time. With the popularity of Fitbit and the fast-selling Apple Watch, wearables have burst into the mainstream.

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