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Summary: The holidays are a great time to show the people in your life you care. After another year of working closely with clients, it's an opportune time for advisors to send them a little something to show them how much they're appreciated. Yet finding the right gift can be a tricky endeavor.
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Summary: You’re familiar with how wealth management is changing thanks to robo advisors, big data analytics and even artificial intelligence.
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Summary: In a highly regulated industry, advisors may find that financial planning software and other technology applications can help keep them on the right side of Securities and Exchange Commission examiners and enforcement officials.
Added on December 2017 in Join an RIA
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Summary: Brokerage firms that have already exited the broker-protocol agreement, or are considering an exit, might be missing the bigger picture, according to research by two finance professors at the University of Kentucky.
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Summary: When plotting a course for growth that leads to profit, you must create and follow a detailed plan for how you intend to reach your goal. Measuring profitability often becomes an afterthought when trying to grow a firm, but, in fact, it is a crucial part of every truly successful growth plan. Here, I provide strategies for building scale and achieving purposeful growth that leads to increased productivity and profitability.
