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Summary: There has been an upsurge in advisor moves for two basic reasons: A realization that the bull market will end one day and concerns about looming industry changes.
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Summary: Sharing a client relationship with another advisor is as appealing as sharing your toothbrush. But relationship sharing is what can stop clients from terminated you and keep the ACAT forms away.
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Summary: Most think of “breakaways” as those who leave the wirehouse world in search of greater freedom and flexibility and to create their own independent practices. It’s also common for these folks to focus initially on organic growth, then consider acquisitions down the road.
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Summary: Recently, a brief article in the New York Times caught my eye: "A Deceptively Simple Way to Find More Happiness at Work" by Tim Herrera. We all want to be happier at work, right? Alas, there is a reason it is called work. We make a deal to be paid in exchange for using our time and energy doing tasks and fulfilling responsibilities. But that arrangement may lose its appeal over time, especially for those who don't get the opportunity to do work that is meaningful to them.
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Summary: The financial advisory industry is on the brink of a major disruption: as advisors age out of the industry, the next generation isn’t entering the field fast enough to fill the gap.
