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Summary: The early months of a new year is a great time to review strategy and set goals for an advisory practice. These self-examinations can be integrated into regular workdays in the office, of course. But many advisors prefer to host them in off-site locations, which allow team members to step back physically and mentally from their day-to-day tasks.
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Summary: Markets are going well, and commission and fee rates are still at the high end of the scale, and there are still plenty of consumers using advisers really, and a lot the anticipated regulatory bite hasn’t really hit home for most practitioners….
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Summary: In the past year, cybersecurity has truly broken through and become not just a boardroom issue but also a dinner table topic. From ransomware attacks to election tampering, we have been fed a steady diet of explosive front page stories that have shaken the public's sense of online security.
Added on March 2017 in Join an RIA
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Summary: Why are some new planners having trouble finding a suitable job, even when there is a need for advisers at many firms?
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Summary: These days, with the stock market rising to record levels while advisors face margin compression and increased competition from robo-advisors and breakaway brokers, more firm owners than ever are reaching out to business consultants for help. Yet in my experience, many of those firms won't get the help they need — or maximize the help they get — for one simple reason: Their owners aren't ready to work with a consultant.
