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Summary: The increasing cost and complexity needed to operate as a financial adviser in today's environment is creating a market ripe for mergers and acquisitions.
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Summary: If we find ourselves in a firm that does not allow flexibility to pursue our passions in different ways, there is a high likelihood that we will not stay there long. The key to achieving high job satisfaction is to figure out what will bring you joy on a daily basis and how you can incorporate that into your job.
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Summary: It's that time of the year again! With summer's official start less than a month away, InvestmentNews has prepared a reading list for advisers comprised of recommendations from some of your top peers and experts. We asked for both professional and fun reads, with some insights into what makes these books so special.
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Summary: [Slideshow] In the wake of the ransonware WannaCry attack, now is the time for wealth managers and fintech platforms alike to review their cybersecurity practices to avoid being the next target.
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Summary: For those who run their own registered investment advisers, having a long-term succession plan in place is critical to safeguarding the continued success of both the firm and the clients they serve.
