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Summary: Imagine this. A (prospective) client has a significant investment in a particular asset. You receive notice that the costs being charged inside this product are being increased. In addition, this notice includes forward guidance downgrading future interest earnings expectations by 50 basis points and cautioning that interest earnings expectations could be further reduced by as much as another 100 basis points.
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Summary: In the event of a hack, advisers need to know what to do right away— in the first five minutes, the first hour, the first day. We talked to planners and industry experts about the steps planners should take if they discover they've been hacked, as well as best practices for preventing future hacks from occurring.
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Summary: Succession planning is a long-term process, not a one-time event. For the well-being of yourself, your company and your clients, it is imperative to start as soon as possible. Here are a few do's and don’ts that come with succession planning.
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Summary: When advisers start taking succession planning seriously, they begin treating their business like a business. After all, succession planning is a long-term process, not a one-time event. Firm owners, clients and the business itself will benefit from a clear plan.
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Summary: Advisory firms that seek continuous growth will at some point have to bring new advisers on board, but how do they go about doing that?
