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How financial advisers can get unstuck in the New Year

From InvestmentNews
Added on December 2016 in Thought Leadership
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Summary: Most financial advisers started their firm because they had a dream for a different life and a vision of how to get there. They're passionate, ambitious and committed to building their new venture.

Advisors, Don't Be Dichotomous Thinkers

From ThinkAdvisor
Added on December 2016 in Thought Leadership
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Summary: Pundits like to make fun of the tradition of New Year’s resolutions, pointing out all the failures to actually follow through on those resolutions. Yet Americans keep making them, year after year. According to the Statistic Brain Research Institute, 45% of us usually make resolutions, but only 8% succeed in following them.

Voices 5 megatrends that are reshaping wealth management

From Financial Planning
Added on December 2016 in Thought Leadership
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Summary: Wealth management is undergoing a dramatic transformation, driven by megatrends that are permanently altering the trajectory of a growing industry.

New Year, New Planning: Why Not Start Today?

From IRIS
Added on December 2016 in Thought Leadership
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Summary: The idea of a new year is exciting: we can turn a page, wash the craziness of the past year off of us and start fresh.  After weeks of the stress of the holidays, family and year-end business goals, many of us are looking for a chance to catch our breath and get back to “our best self.” And that’s when we make our resolutions.

Millennials Say Their Job Prospects Are Brightening: Fed

From FA Magazine
Added on December 2016 in Thought Leadership
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Summary: Last year also saw double the young workers rate flexible work schedules as the top job benefit over employer contributions to retirement savings accounts, 14.46 percent to 7.81 percent.

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