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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.
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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.
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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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Summary: When advisors told Fidelity that its next RIA benchmarking study should focus on pricing strategies, they wanted the findings to show that “everything’s fine; they could continue down a path of inertia,” recalled David Canter.
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Summary: Financial advisers might not feel the increased pressure on fees this year, or next, but it is coming, according to the 2016 Fidelity RIA Benchmarking study.
