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Summary: Selecting a custodian, finding office real estate in three cities, choosing new reporting software ― those were easy tasks compared to the struggle of picking a name.
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Summary: Financial services firms in particular are “lucrative targets for online criminals,” according to Cisco’s 2017 Midyear Cybersecurity Report. Malware authors are specifically targeting financial firms with malware like Dridex and the Zeus Trojan, according to the report.
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Summary: Nothing raises anxiety more than uncertainty, and business owners are constantly up against the unknown. Market changes, comprehensive tax reform, personal developments—any number of events could dramatically change the way business owners operate their business and their decision-making, particularly when it comes to their exit strategy.
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Summary: There are as many destinations as there are important things in life. Which destinations should you check? The ones where you want to go and arrive at by a certain time. Here are a few destination-check suggestions for the successful and the serious-about-being-successful financial advisor.
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Summary: TD’s NextGen initiatives provide opportunities for scholarships and grants, a career exchange and an internship network. The demand for independent financial advice is growing, but the industry must confront an impending talent shortage
