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What RIAs should learn from Uber and Lyft

Added on August 2019 in Form an RIA
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Summary: A recent New York Times article called Uber and Lyft two of "the largest and most anticipated … companies to have gone public this year," but in the same breath declared that "they were also the biggest flops," as "both were racking up huge losses with no clear path to profitability."

Understanding Our Top Fears

Added on August 2019 in Manage Your Practice
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Summary: What do you think are the top fears of Americans today? It’s not public speaking, heights, spiders, snakes or even terrorism. Not even close—today’s top fears are much more practical.

Fintech Gains Favor Among Teens

Added on August 2019 in Thought Leadership
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Summary: The vast majority of American teenagers still rely on cash when receiving money from their parents or guardians and when making purchases, according to a recent survey.

Advisor nightmare: My laptop was stolen

Added on August 2019 in Thought Leadership
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Summary: Q: My company gave me a laptop that I can use when I’m out on the road meeting with clients. Unfortunately, my rental car was broken into and the laptop was stolen. I notified my manager but I’m not sure if there’s anything else I should do. What’s your advice?

How to help clients avoid information overload

Added on August 2019 in Manage Your Practice
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Summary: We live in a world of data overload. We are constantly being bombarded with information and messaging about how to think, act and even dream. The average American is on their smartphone for 5.4 hours per day. That is not even including the time in front of other devices like a work computer or television. It's hard to navigate the noise when there is always so much going on.

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