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The Practice Intel growth platform made its debut this week with some well-known names at the helm and a mission to quantify crucial parts of the advisor-client relationship.
October 20
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The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.
October 20
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New research from Fidelity Investments finds that advisors speak highly of independence but lack the knowledge to do it with confidence.
October 18
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The combined organizations will represent roughly 20,000 financial professionals.
October 16
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New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.
October 13
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New research from Edward Jones suggests that emerging adults value comfort over money and aren't letting the lean times bring them down.
October 12
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The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.
October 11
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A new Arizent study finds that when it comes to diversity efforts that matter, "commitment" is the key word.
October 10
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During Nitrogen's 2023 Fearless Investing Summit, the two-time Super Bowl champ gave a keynote address on leadership and life on and off the field.
October 5
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New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.
September 29
