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M&A Deals: 'Anxiety is the Starting Point'

Added on October 2020 in M&A Issues
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Summary: Advisors who have been through the wave of industry consolidation know that mergers and acquisitions can prove to be beneficial when done for the right reasons and with proper due diligence. But before they can get to the point of closing the deal, there can be a lot of stress, industry executives say.


RIAs: New Decade, New Goals \- How Will Your Firm Define the 2020s?

Added on October 2020 in Plan for the Future
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Summary: The RIA industry delivered an impressive performance during the 2010s. And though the pandemic has given us pause, now is the time for firms to define how they’ll seize this new decade’s opportunities.

LinkedIn Is Getting Video Stories. What Will That Mean for Advisors?

Added on October 2020 in Plan for the Future
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Summary: It’s a measure sure to divide advisors: LinkedIn is adding more video capabilities to its platform. The Microsoft-owned social media platform is adding its own version of short, ephemeral video and photo stories, as well as integrating video chat functionality from Zoom, BlueJeans and Microsoft Teams, according to a LinkedIn blogpost.


Social Media Bolsters Advisors' Work During the Pandemic

Added on October 2020 in Manage Your Practice
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Summary: Seventy-four percent of U.S. financial advisors in a new study used social media to initiate new business relationships or onboard new clients during the coronavirus pandemic, Putnam Investments reported Thursday.


Be inclusive and intentional to add diversity, panel says

Added on October 2020 in Other Ideas
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Summary: Encouraging more women and people of color to build careers in the financial advice business will require firm leaders to intentionally make their organizations more inclusive and supportive of different cultures, according to a diverse industry panel speaking on an InvestmentNews webcast.


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