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Summary: After 22 years with Arnerich Massena in Portland, Ore., advisor Sheree Arntson left earlier this month to start Allium Financial Advisors. Her team, which includes one other advisor, managed about $1 billion at Arnerich Massena. The new firm has hired Portland-based Tru Independence for back-, mid- and front-office support.
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Summary: It took almost two years for Gretchen Stangier, president of Stangier Wealth Management in Portland, Oregon, to find the right hire. But, she says, the effort has paid off in flexibility, the option of taking on clients with lower minimums, business continuity and a built-in sales plan when she’s ready to retire.
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Summary: There are 40,000 fewer advisers across all channels of the industry than there were in 2008 and more CFPs are over the age of 70 than under the age of 30, Pershing Advisor Solutions CEO Mark Tibergien said at NAPFA's Fall Conference.
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Summary: Today, more financial advisors than ever are realizing that technology is an important tool to increase client satisfaction and profitability. However, recent studies, and no doubt your own experience, have found that new investments in technology don’t always go smoothly. Despite large investments in CRM systems, client reporting and portfolio management software, advisors are frequently unsatisfied with the outcomes and/or are not utilizing technology to its fullest capacity.
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Summary: PricewaterhouseCoopers predicts major changes coming to the financial services industry by 2020, especially in the makeup of a firm’s workforce and how it is recruited, organized and compensated. With automation replacing the bulk of transactional tasks, financial services firms need to rethink job roles and responsibilities to adapt
