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Displaying 171 results

Topic

SEC Commissioner leaving next month

Robert Jackson Jr. to return to teaching at NYU Law School

Topic

Don’t relegate diversity efforts as marketing

Make D&I a core principle, not public relations

Topic

XY Planning Network firms wonder if group can support them long term

Network continues growing by 50 advisers a month even as some drop out.

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Advisers need new planning tools to help growing self-employed workforce

A focus on life milestones and other ways Fidelity recommends advisers rethink planning for soloists.

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Focus on these steps for boosting D&I in advice industry

“Don’t compare yourself, be yourself.” This is the number one thing I tell the diverse financial advisers…

Topic

Fintechs provide software to financial planning programs to grow future business

Having next-gen advisers advocating the tech to established firms could help providers gain market share.

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All it takes is a vision

The CEO and publisher of InvestmentNews bids farewell after 21 years.

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Succession planning where the adviser keeps working?

'Sell and stay' is a strategy that can help advisers focus on what they care most about doing in later years.

Topic

Edelman Financial Engines losing COO John Bunch

Veteran executive departs financial services for a whole new industry.

Topic

Finra arbitrators award $1.8 million to former USAA brokers for wrongful termination

Claimants received $850,000 in compensatory, $700,000 in punitive damages, $250,000 for attorneys

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