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Summary: Charlie Fitzgerald spent the last five years or so figuring out how to equitably pass on his 19-year-old financial advice firm, Moisand, Fitzgerald, Tamayo, to the next generation.
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Summary: As we all know, managing an advisory firm is complicated. Working in a faster environment is creating a culture of the two-minute rule – quick is more important than correct. Our industry is not well served operating in a quick-fix manner.
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Summary: The North American Securities Administrators Association is mulling a model cybersecurity rule for investment advisors and is currently developing cyber guidance and a “checklist” for small advisory firms to use to assess their cyber preparedness.
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Summary: "Like generations before us, millennials have an entrepreneurial spirit. What separates us is our ability to harness technology to be more productive; to achieve more in the same time given.
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Summary: Warren Buffett coined the term “moat” to reflect a firm’s ability to maintain its long-term competitive advantage. I use that visual with clients to describe a firm’s “Total Rewards Moat,” meaning all intrinsic and extrinsic rewards used to motivate and retain an organization’s top performers.
