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More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows.
May 17
YCharts -
The ban comes amid heightened regulatory scrutiny of firms' messages on services like WhatsApp and posts on social media sites.
May 15
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Women see and understand the research underscoring the benefits of diversity in leadership and want to align their investment dollars with this approach.
May 15
Nia Impact Capital -
To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.
May 13
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More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.
May 10
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Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it.
May 9
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Innovative leaders Dani Fava and Brooke Juniper give a rare look into their recent career pivots and lessons learned when climbing the C-suite ladder.
May 8
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The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.
May 8
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An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.
May 7
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Nearly one out of three advisors at independent broker-dealers has thought about going solo in the past year, a new survey finds.
May 2
