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Summary: Joel Bruckenstein, the advisor technology expert, kicked off his panel at the Shareholders Service Group national conference with a warning to the 300 or so advisors in the room in San Diego. "What’s perfectly secure today won’t be” in the very near future, Bruckenstein said.
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Summary: Registered investment advisor (RIA) firms frequently hear that hiring a “next generation” advisor is the right thing to do as a graying industry faces a talent shortage, but hiring a millennial can also help firms boost growth and profitability, new TD Ameritrade Institutional research shows.
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Summary: New research from global analytics firm Cerulli Associates looks at how advisors can identify their ideal target market and define a value proposition that is compelling to that audience.
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Summary: Affluent women are more “advisor oriented” than affluent men, according to the latest Global Wealth Monitor from Phoenix Marketing International, meaning they’re more likely to let their advisor make most or all of their financial decisions for them, or to consult with an advisor regularly but make the final call on their own.
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Summary: Yet for those who work in the independent planning channel, it wasn’t entirely surprising to hear President Obama laud low-cost planning pioneer Sheryl Garrett when he threw his support last year behind efforts to impose a government-mandated fiduciary standard on planners who work with retirement accounts.
