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Summary: Multiple studies have found millennials, the generation born after 1980, tend to be pretty conservative when it comes to investing. A March study by the FINRA Foundation found just 25% of millennials consider themselves risk takers, while a survey from MFS in February called those “recession babies” a “lost generation of investors.”
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Summary: INFOGRAPHIC: Survey results draw lines between the generations of advisers
Added on October 2014 in M&A Issues
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Summary: As advisors look to mergers and acquisitions to fuel growth strategies and succession plans, firms need to look beyond the nuts and bolts of the transaction and think strategically about how a combined firm will operate, experts said this week at the FSI's financial advisor summit.
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Summary: Five years ago, some industry observers took a grim view of the future for independent RIA firms. During the difficult operating environment of the post-2008 economy, some believed these advisories would not survive the challenges of the Great Recession. What a difference five years can make. Based on the results from the 2014 RIA Benchmarking Study from Charles Schwab, many firms today have not just survived but thrived and are enjoying their greatest levels of success to date.
Added on October 2014 in Form an RIA
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Summary: A testament to the changing social world: Last year when a room full of financial advisors was asked how many of them were using LinkedIn, only three to four hands were raised. When Jared Trexler, brand manager at Ed Slott and Co. LLC., asked the same question during a session at FSI’s Financial Advisor Summit, nearly every hand in the room was.
