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Summary: Through all the horribleness, the pandemic has been a wake-up call to talk and reflect about legacy and end of life,” Ken Dychtwald, founder and CEO of Age Wave, tells ThinkAdvisor in an interview.
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Summary: Enter the new year’s resolution, an intention to improve our personal or professional lives in some consequential way. You may be wondering what personal goals your colleagues around the world are pursuing. To find out, WealthManagement.com asked advisors to share their resolutions for 2022. We picked 16 that strike us as particularly insightful and inspiring. Perhaps you will find one or two among the resolutions highlighted here to inspire you to make and keep one of your own.
Added on January 2022 in Form an RIA
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Summary: Advisers like the autonomy of working from home and don’t want to have to go back to the office and wear a suit again.
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Summary: The 2020 election brought changes in leadership and direction throughout Washington, D.C., from 1600 Pennsylvania Ave. to the Securities and Exchange Commission. President Joe Biden’s nominee to succeed outgoing SEC Chair Jay Clayton was Gary Gensler, who’d chaired the Maryland Financial Consumer Protection Commission and previously led the U.S. Commodity Futures Trading Commission under President Barack Obama.
Added on December 2021 in Form an RIA
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Summary: When you’re just starting an RIA, one of the hardest questions to answer is, “What should I charge?” Since we get asked this a lot at Advyzon, I wanted to put together a guide to help firms who are just starting out figure out their pricing, and to help established firms assess if they’re charging enough.
