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The engine of future growth for the top independent broker-dealers is likely to be fees.
July 14
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By applying these tactics to their practices, planners can improve their finances, while also helping clients improve theirs, according to columnist John J. Bowen Jr.
July 7
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What’s a planner to do when clients say their child, a new advisor, is asking them to invest?
June 15
Moisand Fitzgerald Tamayo -
Advisers may think their firm’s credibility stems from a big number. That’s not to say they should misrepresent their assets under management, Michael Kitces writes.
June 5
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See which independent broker-dealers outpaced their peers at the top line.
June 1
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Only 17% of advisers have a binding and actionable plan in place.
May 30
Kestra Financial -
There must be a fully realized transition strategy, says Tim Chase, co-founder of WMS Partners.
May 29
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Do's and don'ts for transitioning the practice as a long-term process, not a one-time event.
May 26
Williams Financial Advisors -
