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Summary:They don't care where you went to school or what certificates hang on your wall. But once you win them over, wealthy young clients may be your biggest advocates and your best customers.
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Summary: Looking back over the past year in the independent advisory world reveals that sometimes the most important events are those that didn’t happen. Bob Clark, Editor-at-Large at Investment Advisor Magazine shares his list of key non-events for advisors in 2013.
Added on January 2014 in Join an RIA
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Summary: Recent graduates may want to consider a move to the midwest if they’re looking to get a job. The most recent Fullbridge Program index of College Graduate Employment shows many of those states are the least competitive for getting a job, while the nation’s capital remains the toughest spot to find work.
Added on January 2014 in Form an RIA
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Summary: For a financial planner launching an independent practice, paying for professional office space can feel almost wasteful. so, Does a brand-new advisor need an office? Nerd’s Eye View says the answer depends on what kind of clientele you aim to attract.
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Summary: Like financial planning, succession planning is a multistep process that requires extensive contemplation of all aspects of an adviser's life. Whether you're considering retirement, leaving the profession or building your business through a merger or acquisition, the decisions you make during your self-evaluation will serve as a barometer as you establish a plan.
