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Summary: The need to engage in continuous learning is a simple reality for anyone in professional services. As a profession’s body of knowledge grows and evolves with ongoing research and discoveries, new products and solutions, and emerging best practices, even the best practitioners have to update their knowledge and skills from time to time
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Summary: When I ran into another advisory business consultant I’ve known for years, he said he’s not working directly with advisors anymore. Instead, he’s working with institutions that work with advisors.
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Summary: As we roll into the final quarter of the year, David Canter, head of the RIA segment at Fidelity Clearing & Custody Solutions, has been speculating on what financial advisers might expect in 2019. From the future of mega advisory firms to technology and asset management, Mr. Canter highlights his nine predictions for next year.
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Summary: Adaptability will be the most important part of investment advisor growth going forward, Ron Carson said during his keynote address at the Financial Planning Association conference in Chicago on Thursday.
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Summary: The first time a client walks into your office you might take one look and think “I know exactly what they want and how they’ll invest.” It may be involuntary, but making generalizations about people on first sight is a flaw everybody shares.
