Enhancing Value When Planning a Business Exit Strategy
Transitioning from life as a business owner to a retiree should be thought of not as a moment in time—but as a journey.
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Built To Be Remote: FA Match Relaunches Recruiting Platform
Taking lessons learned from the pandemic, FA Match is launching a new iteration of its advisor recruitment platform.
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The Rise of Direct Indexing in a Zero Commission World
A new world of zero commission trading and direct indexing.
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LPL Expands Executive Bench As It Builds Out New Channels
The firm has added talent over the last several months to build out its employee channel, premium affiliation model and advisor training program.
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The Business Exit Strategy: Valuation
Business owners will need to be nimble, flexible and willing to pivot.
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Ten Business Lessons from Famous Novels
Sometimes the most powerful business lessons are embedded in novels.
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Is Anything Working to Improve Racial Diversity in Wealth Management?
The industry has swiftly issued statements of support for the protesters this week, and promises to "do better" for all. Beyond words, what initiatives in wealth management are actually moving the needle?
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WealthTech Winners Circle Podcast: Tech Assisting Advisors Now More Than Ever
Envestnet's Stuart DePina discusses how AI enables advisors to stay in touch with their clients.
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RBC Adds Two Wirehouse Teams in the Northeast
The brokerage has recruited a team from UBS, with $650 million in AUM, and one from Merrill Lynch, with $220 million, this week.
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COVID-19 to Take Hybrid Robo Advisors Mainstream
CB Insights says the recent market volatility shows that investors still want a human advisor relationship.
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Encourage Clients to Embrace Family History
Portraits, photography and visual art are powerful tools.
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An Operational Path Forward for Asset Managers
Hold on to the lessons of the pandemic as the industry tries to go back to "normal."
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Editor's Letter: Do RIAs Need Corporate Welfare?
The argument some RIAs are making—that the PPP loan is a business loan, no different than any other, and comes with risk, and is not bailout money—just doesn't wash.
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Focus Financial Network, More Large RIAs Disclose PPP Loans as Congress Passes Changes to Program
The new legislation will lengthen the amount of time in which businesses can spend the loan, as well as the amount of time in which they have to pay the loan back if it is not forgivable.
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More Advisors Turning to ESG Funds
Nearly one-third of advisors plan to increase their use and recommendation of ESG funds over the next 12 months, up from 19% in 2019, according to a new FPA survey.
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Tactical Approach Allows Flexibility to Achieve Clients’ Outcomes
Aligning Security Selection with Top-Down Macro Views
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Merrill Lynch to Pay $7.2 Million for Mutual Fund Fee Violations
According to FINRA, Merrill Lynch failed to properly supervise its thundering herd so that clients received sales charge waivers and fee rebates, impacting 13,000 accounts.
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Investors Launch Funds for Historically Ignored Entrepreneurs
Andreessen Horowitz is looking for 'entrepreneurs who did not have access to the fast track in life but who have great potential.' SoftBank launches $100 million fund for 'companies led by founders and entrepreneurs of color.'
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The Year of the Active ETF
In the first five months of 2020, the 29 new active funds, including a wave of new non-transparent ETFs, have put the industry on pace for a total of 70, exceeding 2018 (64) and 2019 (59) levels, according to First Bridge Data.
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