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Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well.
February 28
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In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.
February 28
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Investors with this trait are a lot easier to work with, says UBS advisor William Wilson.
February 28
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The husband-wife team left LPL after 11 years with an eye toward its rival’s tech and service offerings.
February 27
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It’s the toughest part of the job, says Mihir Patel, who ranked No. 6 on the Top 40 Under 40 list.
February 27
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Keeping abreast of developments in this domain is critical to Kevin Bruegge and his business owner clients.
February 26
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The bank also renamed its U.S. Trust business.
February 25
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On Wall Street takes a closer look at the work routines and feats of this year’s Top 40 Under 40.
February 25
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Here's a look at seven mortgage lending trends that will shape the housing market this year.
February 25
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Nap pods and beanbag chairs are nice, but what employees really care about are personal respect and generous compensation. Oh, and it helps to be dog-friendly.
February 24
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The No. 1 IBD is pitching advisors on the merits of its offerings — but rivals have also added major teams from its ranks.
February 22
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The firm adds a second $1B RIA - and its family office.
February 21
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A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.
February 21
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Co-founder Keith Weber says the firm will help community-minded institutions stay true to their mission while boosting profitability.
February 20
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Every advisor's route is different but one thing is certain — turbulence.
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If advisors aren’t present in their clients’ phones, warns the head of the RIA services platform, "they are going to become irrelevant."
February 20
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The CEO said his decision to resign followed a physician’s recommendation in connection with an undisclosed medical problem.
February 19
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The private-equity backed aggregator bulks up to 39 offices with its second acquisition of the year.
February 19
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Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.
February 19
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The No. 1 IBD’s efforts display opportunity amid the shortcomings of an industry still lacking measurable data from some of its largest firms.
February 19
