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Summary: There were the big stars — Schwab, TD Ameritrade, etc. But again, the key players were at the booths of smaller firms that have been successful (or are trying to be) in carving out their niche within the advisory world.
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Summary: As the average age of financial advisors creeps higher each year, and grows closer and closer to the traditional age of retirement, a growing chorus of voices have warned of the looming onslaught of advisors retiring, the lack of young talent to take over their firms, and thus a wave of advisory firms that will come up for sale resulting in a competitive a buyer’s market that will make advisors regret having waited to sell.
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Summary: These acquisitions should make leaders of a wealth management firm pause and reflect on what is occurring in the wealth management technology space. Doing so will ensure that your firm's technology vision is focused in the right direction. What I see are three major trends that the wealth management technology industry is rapidly moving toward.
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Summary: If you're a healthy person in need of a checkup, you make an appointment with your general practitioner. But if your issues are complicated, you probably want to see a specialist who's an expert in the field. There are usually plenty from which to choose. Unfortunately, it isn't always as easy when it's your financial health at stake. The majority of financial advisors are generalists whose clients have a wide array of needs.
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Summary: When Jacob Gold was starting out as a financial advisor 14 years ago, he felt that his relative youth — he was then in his early twenties — kept people from taking him seriously enough. So, in an bid to seem more seasoned, he signed on with a community college to teach a course in financial literacy.
