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Summary; The nation's changing wealth demographics have encouraged many advisory firms over the past few years to strengthen their focus on women, who represent about 45% of U.S. millionaires and are on their way to becoming the majority.
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Summary: Independent financial advisors constitute a young profession, but they and their partners over the past 35 years—the years that Investment Advisor magazine has been published—have always helped shape societal trends, technology and regulation. For this profession to thrive in the years ahead, it must harness five major transformative trends already in process.
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Summary: We're just overwhelmed with life." That was my response to an attorney looking for insight into the obstacles facing Generation X. I'd referred a number of 30- and 40-something financial-planning clients to this attorney. All were in need of estate-planning documents.
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Summary: 2014 featured a number of major developments in the financial industry. High-profile money managers changed firms, financial empires rose and fell, and the advice industry continued to undergo major changes. As the year draws to a close, we’ve taken a look back and resurfaced 10 of the biggest stories for advisers in 2014.
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Summary: With 2015 just around the corner, we asked industry executives about their professional and personal resolutions for the coming year. Check out these eight New Year’s resolutions ranging from increased communication to stepped-up technology knowledge.
