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Summary: The word “debt” is rarely expressed as a positive notion. Financial advisors coach clients to reduce financial liabilities. Politicians push to eliminate the federal deficit. College graduates bemoan daunting student bank loans. Debt is a four-letter word. That is both an absolute fact and a matter of perception.
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Summary: Are you looking to add great talent to your team? Well, if you will need someone in the next six months, the time to start your search is NOW!
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Summary: If advisory firms can tackle career development problems before they start, they’ll also solve their succession challenges by developing the next generation of leaders.
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Summary: [Slideshow] As part of the aging pattern of the financial-advice profession, an estimated 37% of financial advisers plan to retire within the next 10 years.Click through to find out exactly how advisers are handling their succession plans.
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Summary: When it comes to succession planning, the financial advice industry is often painted with a broad brush as being woefully ill-prepared.The latest research from Cerulli Associates shows that of the roughly 118,000 advisers within 10 years of retirement, 44,000, or 37%, have no formal succession plan in place.
