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Summary: Financial advisers today face changing client needs, technology-driven disruptions, increasing competition and other businesses pressures, but there are ways for them to leverage these transformations, according to Michael Kitces and Alan Moore, co-founders of the XY Planning Network. They presented these suggestions at the TD Ameritrade National LINC 2017 conference in San Diego.
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Summary: Every week seems to bring another story of email theft. The attacks are relentless, striking corporations, government agencies and political groups.
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Summary: While RIAs are adapting to new regulations, anxieties of client acquisition and other business concerns that could constrain their firm’s growth, many are looking to evolve their business by reassessing their value proposition.
Added on February 2017 in M&A Issues
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Summary: Banks and credit unions are out in force in search of RIAs and independent advisory practices to acquire. The problem is they can't find them.
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Summary: If you’re in the minority and exactly on track to realize your vision, then congratulations – it’s no small feat. If you’re in the majority then I’d suggest, humbly, that you need to look at your business planning very differently this year. Rather than thinking about incremental growth, I’d encourage you to think about your vision and the steps you need to take toward more transformative change.
