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The RIA boosts its platform, loses top execs and faces wary advisors.
February 22
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Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.
February 22
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The move could help the firm block former advisors from contacting clients.
February 22
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An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.
February 22
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Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.
February 21
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The Raymond James affiliated firm has been aggressively recruiting from wirehouses in recent months.
February 21
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“Serving the investment needs and opportunities unique to clients who reside outside of the U.S. has become increasingly complex,” the firm said.
February 20
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Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.
February 16
Schwab Advisor Services -
There’s a way to handle negative press about corporate misdeeds, says recruiter Mark Elzweig.
February 15
Mark Elzweig Co. -
Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.
February 14
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After stellar performance in a hectic decade, advisors home in on these funds.
February 13
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The firm's aggregation model yields two RIA deals in two weeks.
February 12
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The good, the bad and the downright inexplicable in the suggested changes.
February 12
Buckingham Wealth Partners -
A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.
February 12
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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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They will have a lot of questions. Here are ways to put the decline into perspective.
February 8
Mercer Advisors -
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
