From On Wall Street
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Summary:You've heard the warnings before: the advisor ranks are graying. Yet little progress has been made to mitigate a widely accepted problem that could snowball into a talent crisis. More than 70% of brokerage and RIA executives say there is a shortage of new advisors to replenish the ranks, according to a new survey by Fidelity.
From Think Advisor
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Summary: As a financial advisor, you assist clients in planning for their futures. But have you planned for the future of your own practice? What happens to your business if tomorrow you are permanently disabled or die? Where do your accounts go? Will your spouse or other beneficiaries receive economic benefit from your practice?
From Think Advisor
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Summary:One of the great comic scenes in early television starts with Lucy and her best pal Ethel, of “I Love Lucy,” wrapping chocolates on a production line. “If one piece of candy gets past you and into the packing room unwrapped, you’re fired!” threatens the supervisor.
From Financial Planning
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Summarry: TD Ameritrade is joining the crowd of firms intent on building a robo advisor, although it immediately notes that its product will be less "robo" and more expensive than some of its competitors' offerings.
From Financial Advisor IQ
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Summary: So many advisors find themselves at a tipping point when they question whether their current firm is still the right “fit” for their careers, clients and lives. This self-reflection can be a daunting exercise — often spurred by an excess of frustration over inefficient processes, cultural changes within the organization, or even concern over their own legacy.
