From Financial Planning
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Summary: Finding the right firm to acquire is hard enough, but attracting top talent is becoming increasingly problematic for growth-minded registered investment advisors.
From InvestmentNews
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Summary: There's one thing advisers who work with Millennials share, it might be that their peers think they're crazy. “A lot of people thought we were insane — with the golden age of baby boomers coming, why on earth would you want to work with people with no money,” said Ted Jenkin, co-chief executive of oXYGen Financial Inc. But Mr. Jenkin, who is a founder of his Atlanta-based firm, said doing so is an investment in the future of his business.
From InvestmentNews
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Summary: Wednesday, BMO Capital Markets is holding its tenth annual Equity Through Education trading day, where a single day of profits from institutional equity trades will fund mentoring and scholarship programs for young women and students alike through the Jackie Robinson Foundation, KIPP and the Financial Women's Association. It's a day that reminds us that, with a little effort, we can have a big impact.
From Financial Planning
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Summary: Small and midsize RIAs could soon face new requirements to have a succession plan in place for their firms, and state securities regulators are asking for input from practitioners as they wrap up the rulemaking process
From RIA Biz
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Summary: There were the big stars — Schwab, TD Ameritrade, etc. But again, the key players were at the booths of smaller firms that have been successful (or are trying to be) in carving out their niche within the advisory world.
