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Summary: Day in and day out, I talk to advisors about making the move to the independent registered investment advisor (“RIA”) channel. I’ve seen advisors from all different backgrounds and business models make the transition to the independent RIA model and never look back.
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Summary: Charlie Fitzgerald spent the last five years or so figuring out how to equitably pass on his 19-year-old financial advice firm, Moisand, Fitzgerald, Tamayo, to the next generation.
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Summary: As we all know, managing an advisory firm is complicated. Working in a faster environment is creating a culture of the two-minute rule – quick is more important than correct. Our industry is not well served operating in a quick-fix manner.
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Summary: The North American Securities Administrators Association is mulling a model cybersecurity rule for investment advisors and is currently developing cyber guidance and a “checklist” for small advisory firms to use to assess their cyber preparedness.
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Summary: "Like generations before us, millennials have an entrepreneurial spirit. What separates us is our ability to harness technology to be more productive; to achieve more in the same time given.
