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Summary: We asked industry leaders and wealth management executives what books they would recommend about business, finance or economics. Some told us that they would suggest reading books on innovation or even life hacks, because they're useful for practice management (and managing the rest of your life.
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Summary: When the market is on a bull run, advisors are more likely to focus on organic growth and serve their current clients. After all, portfolios are going up, so that means revenue often is going up, too.
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Summary: In 2020, as Americans spent more time than ever at home, revenues for retailers such as Lowe’s and Home Depot took off. Home renovation became a way for people to entertain themselves as they socially distanced, and it provided an opportunity to invest in their mental, physical and financial health.
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Summary: Financial advisers managing at least $100 million in assets under management are best suited to leave the commission side of the retail securities industry to start an independent registered investment adviser.
Added on March 2021 in Blog
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Summary: Annually we report on our subscriber data to provide insights to advisors as they refine their firm’s succession and strategic growth plans. This aggregated subscriber data offers insight into the trends and goals of over 5,600 advisors. Download our latest RIA Match Infographic where we provide a snapshot view of the subscriber’s participation, trends, and goals. We hope you find useful.
