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Summary: With competition for assets intensifying across the registered investment adviser marketplace, CEOs of successful RIAs are increasingly focused on aggressive growth strategies to bolster their competitive advantage and add significant value to their businesses.
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Summary:This week's repcording of our webinar on 'How To Assess Yourself and Your Match to Ensure Success' is now available.
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Summary: Mary Ann Buchanan will interview Tanya Rapacz, Founder of The Partnership Resource and Harvard- trained negotiator who co-founded, merged and then ultimately sold her RIA.
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Summary: Mary Ann Buchanan will interview Tanya Rapacz, Founder of The Partnership Resource and Harvard- trained negotiator who co-founded, merged and then ultimately sold her RIA.
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Summary: Only 37% of advisers have an adequate succession plan, according to a new FA Insight report on succession planning, a statistic that is little changed since 2011. What's holding advisers back, they say, are concerns that clients won't be cared for, that retirement is a long way off or that the planning process takes too long.
