Added on November 2015 in Other Ideas
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Summary: Despite how much time and energy is spent writing, talking and thinking about the rise of online financial advice, it's still a fairly misunderstood topic, according to the Tiburon Research Group. Everyone seems to have a different definition of “robo-advisor,” and they lead to huge differences when determining the impact online advice has on the wealth management industry.
Added on November 2015 in Other Ideas
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Summary: Americans need financial advice—and more of it — whether they are baby boomers looking to retire, or millennials just starting out in their careers. The use of financial advisors has risen significantly in the last five years from 28 percent in 2010, to 40 percent in 2015, according to a survey by Certified Financial Planner Board of Standards.
Added on November 2015 in Other Ideas
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Summary: Very possibly, yes. While there is little direct study on gender differences among business partners, some of the research on workplace teams may have interesting implications when it comes to how gender plays out in business partnerships.
Added on November 2015 in Other Ideas
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Summary: Thousands of financial advisors are hitting Boston this week for Charles Schwab Advisors Services’ annual IMPACT conference, which kicks off Tuesday.
Added on November 2015 in Other Ideas
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Summary: We recently got a chance to sit down with Torie Sandvig, who is responsible for all things related to putting on Schwab's IMPACT conference, to dicuss it's past, planning and the reputation it has as the industry's finest. This year IMPACT celebrates its 25th year in Boston from November 10th through the 13th. For more information, follow @Schwab4RIAS or #SchwabIMPACT, or visit impact.schwab.com
