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How to Defend Against the Wave of Robo-Advice

Added on December 2013 in Plan for the Future
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Summary: With financial planning software now attracting the over-50 set, United Capital’s Stephanie Bogan says the best defense is establishing value in a consumer-friendly way.

Ten Best Business Books of 2013

Added on December 2013 in Thought Leadership
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Summary: The WealthManagement.com list of the Ten Best Business Books, now in its second year, recognizes the most useful business books for financial professionals. Over 25,000 business books were published in 2013. WealthManagement.com editors got together and think that readers who check out the following books will be well rewarded. As always, we tried for a mix of the high-profile, the hidden gems, and we threw in a financial thriller for fun. In each case, a key takeaway is offered.

Six Ways to Create a Smarter Workforce in 2014

Added on December 2013 in Manage Your Practice
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Summary: By now I’m sure you’re busy putting together plans for 2014. Now more than ever, it’s important that your organization gets the most out of its top resource – its people.So before you finalize those plans, Blogger, Tim Geisert wants to share six tips you can use to create a smarter workforce in 2014. Follow this advice, and watch how it energizes your workforce.

Tips For Dealing With Entitlement Issues With Your Gen Y Financial Planning Team

Added on December 2013 in Manage Your Practice
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Summary: Hiring young "Generation Y" financial planners has its challenges, as today's generation of new financial planners have some fundamentally different views regarding work/life balance and work expectations that will shape how they navigate their careers. Gen Y planner and NAPFA Genesis founder Dave Grant shares some of his experiences with the difficulties of dealing with Gen Y entitlement issues, reflecting on some of his recent challenges with his own entitlement demons that crop up from time to time.

10 questions to ask before leaving a wirehouse for an RIA

Added on December 2013 in Join an RIA
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Summary: Bill Schwartz, an independent adviser who broke away from Merrill Lynch, has considered the pros and cons that a wirehouse adviser must weigh when deciding whether to make the transition to an RIA. He’s pinpointed the key questions advisers should have answers to as they decide whether or not to break away. Here are the 10 biggest questions to address before turning independent.

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