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Summary: Leading an independent wealth management practice for nearly two decades has taught me many lessons, but the most important is this — the quality of your employees determines the strength of your business.
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Summary: Leading an independent wealth management practice for nearly two decades has taught me many lessons, but the most important is this — the quality of your employees determines the strength of your business.
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Summary: According to the Schwab RIA Compensation Report released Wednesday, about 70% of an advisory firm’s revenue is spent on compensation and total compensation is climbing, with 75% of advisory firms in hiring mode.
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Summary: According to a new report from SS&C Technologies, the younger generation of investors and financial advisers might be driving the demand for innovation in financial services, but adoption rates are increasing among both young and old.
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Summary: One factor driving the rapid rise of M&A in the advisory industry? It’s increasingly the only way to grow a practice into a sustainable business, argued a trio of RIA executives at the recent TDAI conference.
