From Financial Plannning
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Summary: Much has been written about succession planning, with the focus of the successor either being another financial planning firm or a younger planner within the firm. But there is an important third option: Wealthy clients who become career changers.
From IRIS
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Summary: Properly managing technology is essential to your firm’s business health and keeping your clients’ personal information safe. It can also help you to gain a competitive advantage and do better business In our first guest blog post, Wes Stillman, CEO of RightSize Solutions provides ‘5 Key Technology Management for Every RIA' to help you refine your cybersecurity and technology management plan.
From Financial Planning
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Summary: Succession planning is both a vital component of doing business as well as a valuable resource to build stronger leadership values and guide decision-making processes.
From Financial Planning
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Summary: The result of last year’s presidential election seems to have raised a seemingly endless number of questions for clients and their families. The issues in play range from health care law to tax code changes to the impact of trade policy and regulations on corporate profits.
From Financial Planning
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Summary: To be sure, client assets and revenue are the lifeblood of the financial advisory business, and advisers who can boost those metrics for their firms continue to be rewarded considerably beyond their base salary.
