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Summary: [Slide Show] If there's one thing the wealth management industry loves, it's a good abbreviation. We get it. But sometimes it can be difficult to wade through all the alphabet soup out there.
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Summary: Last year, in my book entitled The New Profession, I made a number of bold predictions about how the advisory profession is evolving, and what firms are going to have to do to stay ahead of the curve. The book talks about a transformation in how firms are marketing themselves to the general public, innovations and tangible ways to measure their levels of client service, how businesses can grow and evolve more efficiently, and insights that argue that active management is not as valueless an endeavor as some have suggested.
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Summary: So what is the fate of the DOL fiduciary rule now that the Fifth Circuit Court of Appeals has struck it down? This could be the most asked question among financial advice professionals Friday.
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Summary: To some financial advisers, the idea of a niche practice focused on families affected by autism might never come to mind.
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Summary: Could clearing up the decades-old confusion over the role of a broker compared to that of an investment adviser be as easy as clarifying their professional titles?
