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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
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Although it represents a big industry shift, it's not the end of the world, says former UBS advisor turned RIA owner Greg Hersch.
February 8
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Commission prioritizes retail investors as OCIE issues its must-read compliance letter.
February 8
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In the latest clash after Morgan Stanley's exit from the Broker Protocol, the firm notched a win as the case heads to FINRA arbitration.
February 8
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After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.
February 7
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Consider making someone in your practice a captain of client relationships. This person should take responsibility of deepening those associations.
February 7
