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Summary: How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management, according to the Alliance for Registered Investment Advisors. Today that number is past 700 and appears to be accelerating. Yet independent firms that have been successful in the past may face new pressure from large firms with sophisticated capabilities.
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Summary: These days, it seems as if every business wants to target the millennial generation. That makes sense—at more than 8 million strong, this largest demographic group in the U.S. population is hard to ignore.
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Summary: In order for our industry to maintain the momentum it has built over the past few decades, we must work together to ensure advisers have the resources and information they need to develop and execute strong succession plans. This is not only a crucial priority for today's advisers and firms, but for their clients and the next generation of advisers, as well.
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Summary: How did Roehl snag a job before he’d even finished his program? As it turns out, Plante Moran — an accounting and wealth management firm that works closely with three area schools, including Michigan State, to identify and recruit smart job candidates — had given him an internship during the summer of 2012. That experience showed both Roehl and the Plante Moran planners that he and the firm were a good fit.
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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.
