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Summary: On October 29-30, Fidelity held it’s final Inside Track conference for the 2014 season at the Grand Central Hyatt in New York City. In one of the many education sessions offered to attending RIA firm executives, Mathias Hitchcock and Tricia Haskins, practice management experts from Fidelity Institutional Wealth Services, presented Harnessing Technology Effectively: Insights from the 2013 Fidelity RIA Benchmarking Study.
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Summary: 'll never forget the line that prompted me to become a financial adviser: “You'd be an idiot if you don't do this.”That blunt statement, made by Blair McCarthy, the adviser who had been recruiting me to join his firm, really got my attention. Until that point eight years ago, I had been waffling about whether to continue my successful mortgage brokerage career or accept Blair's invitation to jump into the financial advisory field.
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Summary: Partnership conflict is inevitable. It is important to be proactive when you feel tension. Here are some ways to make your partnership stronger, more resilient and better able to conquer the challenges of building a successful practice.
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Summary: More advisors are writing out their succession plans; 44 percent of RIAs indicated they have a documented plan, up from 31 percent last year, according to WealthManagement.com’s 2014 AdvisorBenchmarking RIA Trend Report, a survey of about 400 RIAs
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Summary: To financial advisers Stephanie Guerin and Kelly Hokanson, less means more. When the duo launched their firm, The Planned Approach, some 12 years ago in Prairie Village, Kan., they were in intense growth mode from day one. “We took anyone who breathed as clients,” Ms. Guerin says.
