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Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list the advisers based solely on annual production.
February 10
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Top priority: Simultaneously taking care of yourself, your clients and your employees.
February 10
Life Planning Partners -
The land grab for a potentially lucrative market is happening now.
February 10 -
Voices: Mariner Wealth's Brian Leitner says there are key steps to take to ensure your practice actually benefits from the new (and costly) tech tools you want to implement.
February 10
Mariner Wealth Advisors -
Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials."
February 9 -
Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.
February 8
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If you continue to work the way you have been, you may not be in business in five years, says United Capital CEO Joe Duran.
February 5 -
You must keep a clean record because longevity and productivity no longer provide immunity from compliance problems, even for top talent, a leading recruiting expert says.
February 5
McCourt Leadership Group -
A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations.
February 4 -
The brokerage firm, which has been hit with millions in regulatory fines in recent years, lost another 91 FAs.
February 4
