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Summary: The “personal CFO” model has long been a familiar client service framework, in which the financial advisor serves as the hub for multiple aspects of a client’s financial life, working with experts on issues from taxes to estate planning, in addition to providing investment or retirement planning guidance.
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Summary: Summer is quickly approaching, and once you have some downtime, reading is a great way to spend that time, either to relax or learn something new. Here are some great reading suggestions from financial advisers for you to enjoy this summer.
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Summary: How do some registered investment advisors outperform their peers when it comes to growing their client base and assets? That’s what TD Ameritrade Institutional looked at recently, combing through the past few years’ worth of data, which it had collected through interviews of several hundred advisors.
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Summary: Several years ago, the John S. and James L. Knight Foundation decided to start investing portions of our multi-billion-dollar endowment with firms owned and managed by women and people of color.
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Summary: Do you have a plan for the future of your firm? Mentoring new college grads is a great answer.
