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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: Socially responsible investing, often called SRI, refers to "investments or investment strategies that seek to generate a financial return and positive environmental and social benefits," according to the Calvert Foundation, a community development financial institution.
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Summary: The coalition, made up of Certified Financial Planner Board of Standards Inc., the Financial Planning Association and the National Association of Personal Financial Advisors, says there are insufficient regulations for financial planners and members of the public are the ones being hurt because of it.
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Summary: Launching its own online advice platform, Charles Schwab & Co. Inc. is aiming to make low-cost, web-based advice even cheaper in the latest development in the quickly evolving business, but some industry watchers say it could rankle advisers who custody assets with the firm.
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Summary: Betterment, the four-year-old robo-advisor, announced Wednesday the launch of Betterment Institutional, which will provide advisors with a self-branded, automated platform to serve existing clients and attract new clients with Betterment’s investing, tax harvesting and automated rebalancing offerings.
