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Mercer Advisors picks up where it left off last year.
February 13
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Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.
February 13
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The firm's aggregation model yields two RIA deals in two weeks.
February 12
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The good, the bad and the downright inexplicable in the suggested changes.
February 12
Buckingham Wealth Partners -
Private Advisor Group reported impressive growth even as other practices of its kind have left the No. 1 IBD.
February 12
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Changes to how the group educates advisors is just one of the many transformations in the offing.
February 11
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As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.
February 9
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A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.
February 9
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After seven acquisitions last year, Captrust snares $300 million Knox Capital for its first 2018 deal.
February 8
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As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’
February 8
