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Summary:Advisors who want to keep practices thriving for the long term need to start making inroads with millennials, the next generation of clients, a relationship consultant emphasized while speaking at the Women Advisors Forum.
Added on October 2014 in Join an RIA
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Summary Consolidation in the independent space is turning large firms with $1 billion in assets into $10 billion enterprises — putting pressure on small and midsize firms who do not envision selling.
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Summary: Today's advisory landscape presents unique challenges for advisers. The numerous forces at play are mostly outside advisers' control, including fee compression, consolidation, rising operating costs and highly correlated markets.
Added on October 2014 in Form an RIA
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Summary: Nearly five years after Dodd-Frank became law, a uniform fiduciary standard for advisors in all channels is nowhere in sight. But the lack of progress hasn’t deterred the Financial Planning Coalition from agitating for more accountability in the industry.
Added on October 2014 in M&A Issues
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Summary: Like all too many marriages, advisor teams that often seemed inseparable wind up crumbling and falling apart for a variety of reasons. But often the reasons behind a breakup don’t become fully apparent until the partners explore a move to a new firm.
