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Summary: Ron Carson, the founder and CEO of the Carson Group, which oversees close to $8 billion in assets — about 40% directly managed — contends that financial advisory firms can grow their businesses substantially despite the current “massive disruption” in the industry.
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Summary: Many who become Pamela Capalad's clients tried to be financially informed, but got lost along the way. Most of the others have been financially lost from the beginning and feel like it's their fault.
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Summary: Just as no two financial advisory firms will provide a client the same results when it comes to investment performance, robo advisers vary greatly in performance for investors, a new analysis finds.
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Summary: As the chances of a data breach incident increase, savvy businesses have invested time and thought in a response plan. But plans never survive first contact with the enemy. Stress test your incident response plan to find and resolve its weaknesses while time is on your side.
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Summary: [PODCAST] Succession planning is a critical yet woefully neglected business necessity that could cost advisors millions of dollars if not properly handled. Today’s guest, Tim Kochis, is the co-author of a new book on succession planning titled, Success and Succession, and we dive into the details of how to effectively do it.
