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Summary: Last year also saw double the young workers rate flexible work schedules as the top job benefit over employer contributions to retirement savings accounts, 14.46 percent to 7.81 percent.
Added on December 2016 in Join an RIA
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Summary: Business was looking up for Mark Immel in January. The longtime adviser had just won a $450,000 arbitration case against his former employer, Raymond James & Associates, after a tumultuous four years that had cost him tens of thousands of dollars and many sleepless nights.
Added on December 2016 in Form an RIA
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Summary: The U.S. Department of Labor's new fiduciary rule is set to begin implementation on April 10 and is expected to affect more than $3 trillion of retirement assets in the United States. It requires financial advisors and brokers to act in the best interests of their clients when dealing with retirement accounts. That regulation will affect investors' retirement accounts and the relationships they share with their advisors [VIDEO CONTENT]
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Summary: You're successful, competitive and resourceful. Most of all, you're someone who does not like someone else telling them what to do. These qualities are all harbingers of success as a financial advisor, but they don't exempt you from being able to benefit from expert advice. Even Rory McIlroy has a swing coach, right?
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Summary: It can be deflating confronting internal opposition when committing to making transformational changes inside of your practice. It’s like trying to push the proverbial boulder up the mountain.
