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Summary: Despite rising revenue, profitability is falling, according to Kaleido’s research, because advisory firms are ‘spending money where they shouldn’t’
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Summary: Salesforce revealed the first of its planned industry-specific products on Tuesday with Salesforce Financial Services Cloud, a new enterprise product that seeks to be a “one-stop shop” for financial advisors.
Added on August 2015 in Join an RIA
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Summary: In May, after a decade at Wells Fargo Advisors, advisor Michael Palace joined the independent RIA Gladstone Wealth Group in Bedminster, N.J., which uses LPL Financial’s brokerage services. The sole practitioner, who also had worked at UBS for five years, managed about $130 million at Wells Fargo.
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Summary: Unless you live in rural Afghanistan, you’re probably aware of the current conversation going on in the independent advisory industry about whether flat retainer fees might be better for clients (and advisors) than AUM fees.
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Summary: If you want to find the next generation of talented advisors, you may need to know which schools are educating them.
