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Summary: News flash ... the advisor population is aging. Anyone in this industry knows this. Industry advocates have consistently called for better succession planning, that which promotes the long-term sustainability of RIA firms.
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Summary: The biggest stumbling block for registered investment advisors when it comes to guarding against cybersecurity breaches is not technology-based, it's a people problem. The right technology is critical, but RIA leaders can face a bigger challenge in fostering a cybersecurity-sensitive culture in a way that resonates throughout all levels of their firms.
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Summary: While many firms use job descriptions only when they have an open position they need to fill, we believe the job description is the most important tool in not only attracting new talent but also retaining and managing your current talent.
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Summary: Advisers have been bombarded with warnings to embrace a digital practice in order to stay relevant, but they just need to take one step right now, says eMoney Advisor CEO Ed O'Brien.
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Summary: With more than half of all advisors in teams, consensus among opinion-makers in the wealth advice industry holds that independent sole practitioners – generalists by necessity – are a dying breed as more specialized FAs at ever-bigger firms come into their own.
