Added on August 2016 in M&A Issues
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Summary: Yes, the merger of New York-based Tiedemann Wealth Management and San Francisco-based Presidio Capital Advisors is one of the most significant wealth management deals of the year.
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Summary: Investors, especially affluent ones, are comfortable using digital tools in their decision making process, according to a white paper from Hearts & Wallets. Nearly two-thirds of investors with between $500,000 and $2 million use digital tools, and over half of those with between $100,000 and $500,000 do so.
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Summary: If financial advisers want to avoid being grounded before takeoff, there are valuable lessons from the unexpected technology breakdown that struck Delta Air Lines this week.
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Summary: Considering that 70% of the buyer’s journey is complete before a buyer even reaches out to you, one of the best ways to build trust and credibility is through content marketing.
Added on August 2016 in Join an RIA
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Summary: Are you looking to hire new talent? Or are you a young person looking to start a career in financial planning? Look no further. FP's expanded list of financial planning programs zeroes in on CFP Board-registered degree-granting colleges and universities this year. Click through to view the next 25 schools on the list, organized alphabetically (T-Z)
