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Summary: Tony Robbins brought his message championing independent advisers and a fiduciary standard on the road, taking the stage at the 2014 MarketCounsel Summit in Las Vegas, Nevada. His comments got advisers talking on Twitter, and we've pulled together a collection of the top tweets about Mr. Robbins' turn in the spotlight at MarketCounsel.
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Summary: As more online-only wealth management platforms, commonly referred to as robo-advisors, crop up in the marketplace, investors find themselves with a wider array of investment advisory and portfolio management options than ever before.
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Summary: Spotlight on American cities where independent advisers are thriving.
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Summary: Custodians and other firms that serve financial advisers are scrambling to help them integrate digital platforms that will enable them to profit from younger clients and those with fewer assets.
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Summary: Most financial advisors didn’t get into this profession to manage people or to run a business. They got into it because of their love for finance and investing, and a desire to help people on their own journeys to fulfillment. But one day (and many can say they’ve already experienced this) they find themselves running their own practice, managing a team of people and tackling various other quandaries unrelated to the core of what they envisioned.
