Added on April 2016 in Other Ideas
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Summary: Why should you care? Because disruptions are happening right now in our industry that many may be underestimating.
Added on April 2016 in Other Ideas
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Summary: All firms, even smaller financial advisory firms, must make an effort to hire and promote people who reflect the greater community. Without a conscious effort to introduce new leadership views, we risk being close-minded to both needs and opportunities. We also deprive ourselves of the chance to be the employer of choice in our markets.
Added on March 2016 in Other Ideas
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Summary: Robo-advisers say they'll be just fine as the industry heads into the final countdown of the Department of Labor's impending fiduciary rule, but potholes along the way could push executives out of their comfort zone, according to an InvestmentNews roundtable of executives at many of the leading digital-advice platforms.
Added on March 2016 in Other Ideas
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Summary: Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.
Added on March 2016 in Other Ideas
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Summary: With this tool, LinkedIn will match its members with freelance professionals when a request is filed, to which an adviser can accept or reject. From there the prospect and adviser can go off line and discuss future services. Other industries include design, writing and editing, real estate and software development.
