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Summary: Does the old adage, actions speak louder than words, hold true for advisors? In a recent survey, over a third of registered investment advisory firm owners say they are planning to retire in the next 10 years, but many have not put into place the steps necessary to get ready for that reality.
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Summary: Every business needs capital. It’s your stake in that big lifelong game called Success. Your capital empowers you to do a lot more than keep the lights (and computers) on: it’s the foundation for your future growth and your protection during future economic downturns.
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Summary: Mark McGonagle is at a crossroads. Since starting his Boston-based practice, Chestnut Hill Wealth Management Group, two years ago, he’s recruited seven advisors and now has assets of around $175 million. He’s wondering if the next step is to become an office of supervisory jurisdiction for his brokerage firm, Cantella & Co., and focus more on recruiting and compliance, or if he should continue to work directly with clients.
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Summary: The pressure on advisors to prepare for their retirement isn't about to let up, despite an industry-wide uptick in the advisor ranks last year, research firm Cerulli Associates warns.
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Summary: Advisors spent inordinate amounts of time studying financial topics, trends and products so they can make suitable recommendations to their clients for the long term. But are they sufficiently aware of the “future factors” that could have an even bigger effect on their clients’ lives?
