From IRIS
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Summary: What’s behind this gender imbalance in professions geared toward giving people financial advice? A study conducted on behalf of the CFP Board Women’s Initiative Advisory Panel aimed to find out.
From WealthManagement
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Summary: From severe market volatility, including recent Brexit-driven dramatic market fluctuations, to the rise of robo advisor platforms, to dramatic regulatory changes, many independent advisors have a long list of what they view as the biggest potential threats to their business.
From Think Advisor
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Summary: Hartford Funds convened a roundtable of millennial advisors to discuss what the industry needs to do to attract younger advisors.
From InvestmentNews
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Summary: As an independent firm grows, the role of an owner evolves from being a player on the team, to leading and managing an organization. Eventually, size and complexity will drive the need for greater professional management to help drive the owner's vision. Firms facing this need have three options: have the owner move into professional management and reduce responsibilities, elevate next generation professional talent from within or hire professional management from outside.
From On Wall Street
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Summary: Only 163 advisers who managed $26 billion in assets have switched firms so far in 2016, according to an analysis by On Wall Street. That's a 42% drop from the same period in 2015 and down 22% from 2014, when a total of 555 and 481 advisers, respectively, switched firms.
