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Innovate or else: Advisers must leave the comfort zone before it's too late

Added on May 2019 in Thought Leadership
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Summary: A lack of innovation is threatening the growth that the financial advice industry has become accustomed to in recent decades, according to some top advisers.

Raising the bar on happiness at work

Added on May 2019 in Thought Leadership
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Summary: Recently, a brief article in the New York Times caught my eye: "A Deceptively Simple Way to Find More Happiness at Work" by Tim Herrera. We all want to be happier at work, right? Alas, there is a reason it is called work. We make a deal to be paid in exchange for using our time and energy doing tasks and fulfilling responsibilities. But that arrangement may lose its appeal over time, especially for those who don't get the opportunity to do work that is meaningful to them.

Are Firms Doing Enough to Retain Advisor Talent?

Added on May 2019 in Thought Leadership
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Summary: “In this increasingly competitive talent market, it’s important that advisors have a strong sense of community and purpose at their firms, as well as clearly defined growth paths and meaningful roles that allow them to deliver real value to their clients,” said Charlie Phelan, vice president of practice management and consulting for Fidelity Clearing & Custody Solutions, in a statement.

FINRA Launches New Fintech Office

Added on April 2019 in Thought Leadership
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Summary: The Financial Industry Regulatory Authority said Wednesday that it has formed an Office of Financial Innovation to be headed by Haimera Workie.The new office “will serve as a central point of coordination for issues related to significant financial innovations by FINRA member firms, particularly new uses of financial technology, or fintech,” FINRA states.

Mary Story: West Palm Beach-Boca Raton firm offering services and space for hybrid advisors

Added on April 2019 in Thought Leadership
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SummaryJoin Our Firm. We want to add experienced advisors to our hybrid RIA. Join our RIA and move into our available office space with your siloed practice. Pay a fee for office space and shared costs. We work with multiple custodians, an accommodating bd and insurance companies. We have strong technology and compliance. We collaborate on challenges and ideas. Send us a msg!

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