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T3 Conference attendees wondered about the implications of even more sophisticated digital advice platforms entering the market.
February 12 -
The commission's barring of one advisor follows similar action by state authorities, indicating that regulators are coordinating their enforcement activities.
February 12 -
Dont take the leap until youve asked yourself these questions about compensation and other important factors.
February 11
Entry Point Advisor Network -
There are many misconceptions about pay at advisory firms. Here are the most common.
February 10 -
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 -
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





