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Summary: Your relationship with your client and 1960’s movie character Cool Hand Luke could have more in common than you think. If there’s any hint of a disconnect, you’ve probably got a “failure to communicate”.
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Summary: What’s behind this gender imbalance in professions geared toward giving people financial advice? A study conducted on behalf of the CFP Board Women’s Initiative Advisory Panel aimed to find out.
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Summary: It’s no secret that many financial advisors are not looking forward to complying with the Department of Labor’s new fiduciary rule. In our conversations with advisors, including those held during our 16-city working sessions across the United States, we consistently hear concerns about what it will take to transition to a fee-only practice.
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Summary: Forget too big to fail. For adviser Larry Watts the wirehouses are too big to care. At 60, he decided Morgan Stanley was stifling his career. Watts says he wanted to focus his attention on clients, not navigating bureaucracy or worrying about changes to a compensation plan.
