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Summary: James Clear, entrepreneur and weightlifter, said as much in his session on breaking bad habits and developing better ones at FPA Retreat 2016. Building better habits, Clear said, will serve both you and your clients, and it starts with changing the way you do things.
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Summary: Everybody is going digital. It doesn’t matter if it’s books, music, movies, the DMV, or home loans—the movement is to take everything online and do away with paper and increase automation.
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Summary: As advisers continue to break away from the largest securities firms and registered investment advisory firms become larger, more of these independent RIAs are setting up investment committees.
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Summary: Echoing the concerns raised by various agencies regarding the use of robos and their ability to be fiduciaries, 47% of investment professionals responding to the CFA Institute’s newest FinTech Survey said the quality of financial advice could be hurt by expanded robo use and another 38% of respondents said they thought investors could see higher rates of fraud and misselling.
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Summary: The very nature of the word planning connotes preparing for a future. As planners, we evaluate current spending and saving, provide a variety of return assumptions based on past history, and confidently tell people how much they need to save so they can retire at a certain age. It sounds so pretty and straightforward. But is it the right thing for clients?
