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Voices4 rules for talking to tech vendors at conferences

Added on November 2019 in Manage Your Practice
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Summary: There’s no shortage of technology vendors lining the exhibit halls at RIA industry conferences. This is a good thing — competition breeds innovation, drives down costs and improves offerings for RIAs. But without the right approach, advisors can come away from these events more confused about their firm’s tech needs than when they started.

Finding the Gap Between Where You Are Now and Where You Want to Be

Added on November 2019 in Join an RIA
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Summary: As the year winds down in preparation for the coming of 2020, now is the perfect time to take a step back, revisit your goals and develop a plan to achieve them. But “goal planning” processes often get put aside because they seem complicated and time-consuming, or are preempted by day-to-day business requirements.

RIA consolidation could put $2.4 trillion in play over next decade

Added on November 2019 in M&A Issues
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Summary: The aging financial adviser demographic is expected to put $1.6 trillion worth of client assets in play over the next five to 10 years, according to research from Cerulli Associates.

Data privacy issues looming

Added on November 2019 in Other Ideas
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Summary: Retirement plan record keepers are concerned about two looming data privacy issues that could have a big impact on their business.

Robos built for advisers struggling to gain traction

Added on October 2019 in Manage Your Practice
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