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“Clients have gotten a good scare,” says Dave Welling, CEO of Mercer Advisors.2h ago
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With higher compensation offers and a track record of independence, the No. 1 IBD is “challenging the status quo,” its head recruiter says.6h ago
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The initiative is intended to help advisors manage increasingly large and complex teams.August 6
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The No. 1 IBD revealed new details of its W-2 affiliation after it followed rivals into the employee channel with an acquisition it made last year.August 5
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The number of advisors registering with FINRA has fallen since 2016, as more planners elect a fee-only model.August 4
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New opportunities and wise practices can maximize the value of your clients’ — or your own — company.August 4
Founder and CEOInterchange Capital Partners
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As anxious as they may be to take advantage of the opportunity, there are pitfalls and hidden costs, advisors warn.August 4
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Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.August 4
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Amid coronavirus-imposed lockdowns, the firm will retool and retrain approximately 3,000 young advisors.July 31
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“Astute RIA leaders recognize that now is an opportunity for growth,” says one advisor.July 30
