Added on November 2014 in Other Ideas
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Summary: The world's best investors have one thing in common—asymmetrical risk and reward, self-help author Tony Robbins says. Robbins told CNBC's "Squawk Box" on Friday that he reached that conclusion during the four years he spent writing his first book in two decades, "MONEY Master the Game: 7 Simple Steps to Financial Freedom."
Added on November 2014 in Other Ideas
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Summary: Tony Robbins, the self-help guru nicknamed the “mahatma of motivation,” is taking his toothy smile and his message of self-empowerment to financial services, where he hopes to be the face of the registered investment adviser business.
Added on November 2014 in Other Ideas
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Summary:
Charles Schwab's IMPACT 2014 conference descended upon the Colorado Convention Center in Denver this week. While plenty of face-to-face networking took place during this year's event, many also took to Twitter to share their real-time reactions. We tracked the social buzz from Day 1 through to the Friday conclusion.
Added on November 2014 in Other Ideas
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Summary: How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management, according to the Alliance for Registered Investment Advisors. Today that number is past 700 and appears to be accelerating. Yet independent firms that have been successful in the past may face new pressure from large firms with sophisticated capabilities.
Added on November 2014 in Other Ideas
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Summary: More advisors are writing out their succession plans; 44 percent of RIAs indicated they have a documented plan, up from 31 percent last year, according to WealthManagement.com’s 2014 AdvisorBenchmarking RIA Trend Report, a survey of about 400 RIAs
