From wealthmanagement.com
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Summary: It’s tough making the decision to move towards independence, to leave the wirehouse. There can be a lot of hesitancy around the move and a lot of fear: fear of leaving the known, fear of failure, fear that you don’t know what you don’t know. While I’m sure there are many very healthy egos amongst the readership, when we’re alone in a quiet place, we tend to give ourselves much less credit than we deserve.
From wealthmanagement.com
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Summary: Texas A&M University will launch a new undergraduate degree in financial planning, while the University of Georgia will build out a new training lab and advisor residency program, thanks grants awarded Monday from TD Ameritrade Institutional.
From Think Advisor
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Summary: In an industry that continues to be dominated by men, it's sometimes difficult for women to make their mark. But as more and more women enter the financial advisory field and rise up the ranks, clients and colleagues alike—both male and female—are starting to the see the benefits of having a woman on the team.
From Financial Planning
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Summary: A social media strategy is the foundation of your firm's social media activities. It aligns day-to-day social networking tasks with objectives that support the overall business goals.The strategy doesn’t need to be complicated.
From InvestmentNews
Added on July 2014 in M&A Issues
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Summary: The latest move by Boston Private Bank & Trust Co. into the investment advice space — a plan to buy a $4.3 billion Florida registered investment adviser — should be enough to alert well-run advisory firms that it's a seller's market.
