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Summary: [SlideShow] The summer is here, and while we may still be waking up at 7 o’clock to start the commute to our desks, the warmer weather and longer days simply ask for us to take a few moments to ourselves — at least a few more than we might have grown accustomed to in the cold, winter months.
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Summary: Two days of​ high-level talks with fintech experts, advisers, broker-dealers and custodians answered an important question for anyone looking for the perfect technology stack. It isn't out there.
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Summary:Schwab Independent Branch Services released its first Examining the Mindset of U.S. Financial Professionals survey, which finds that client-facing financial professionals care deeply about their work and are pleased with their jobs, yet 76% say they have experienced obstacles that have limited their success, citing lack of support and limited autonomy.
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Summary: It’s projected that there will be a $30 trillion wealth transfer in North America alone peaking between 2031 and 2045, when 10% of total wealth will transfer hands every five years, according to an 2015 Accenture study. With that in mind, OppenheimerFunds commissioned a two-year study, The Generations Project, to get a closer look at the differences between generations, in knowledge, investment product choices and what they expect from investment advisors. The results were released in mid-June.
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Summary: Wealth managers must stop offering clients unnecessary fee breaks and invest in advanced analytics to boost revenue because the industry faces a "complete transformation" in coming years, a study found.
