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Summary: The growth of automated investment advice platforms — also known as robo-advisors — is a top theme of just about every conference in the advisory industry these days. What's more, pundits are debating whether it's the next big thing in investing.
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Summary: While there is indeed a large generational wealth transfer in the works, that alone shouldn't be the only reason advisors want to work with Gen X and millennial clients.
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Summary: Owners of financial advisory firms seem to be dragging their heels when it comes time to plan for the future of their business after they have retired or died. According to a recent report from FA Insight, fewer than half (44%) of surveyed advisory firms said they have an adequate succession plan in place. Yet the share of firms with owners who are three years or less from retirement has more than doubled in the past four years.
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Summary: VIDEO: Neesha Hathi of Charles Schwab Advisor Services says recruiting at RIAs often lacks structure and overlooks the need for diversity.
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Summary: A financial-advice firm is only as good as its people — a fact that can add tremendous pressure to integrating a new hire into an existing team.With this in mind, we talked to a few advisors about their experiences looking for the right fit in a new employee. Their missteps and solutions offer strategies for how to build a capable team that supports growth and expansion.
