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Summary: Andrea Eaton and the other two advisers at Cornerstone Wealth Advisors found themselves in a position in 2010 where they didn't need another adviser, but they needed someone who could take on some of the administrative and light client duties that were consuming too much of their time.
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Summary: According to our most recent RIA benchmarking study, a few obstacles abound for owners when it comes to realizing the value of their firms. The first is the lack of available and skilled talent to innovate and lead many of these businesses going forward – just 27 percent of firms we surveyed have next-gen owners in place.
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Summary: It's no secret the industry's ranks have been graying. But while many recognize the need to cultivate a younger generation of advisors, there's too often a mismatch between goals and resources, according to a new study by Fidelity.
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Summary: Liz Davidson, the founder and CEO of financial wellness company Financial Finesse, says more than 50% of the advisors who take the firm’s financial planning test, which is required in order to be hired, fail. That may not seem so unbelievable if it weren't for the fact that only certified financial planners with at least 10 years’ experience are eligible to take the test..
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Summary: Does your financial practice ignore the Baby Boomer generation? According to Annalect, a marketing data agency, the 78 million boomers born between 1946 and 1964 are the largest U.S. consumer demographic, with a total spending power of $12 trillion worldwide.
