Practice Management

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How To Attract Women To The Advisory Field

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The inaugural Invest in Women conference, sponsored by Financial Advisor magazine, opened Monday in Las Vegas with some spirited discussion about what it will take to get more women into the advisory...

RIA Mergers, Acquisitions Fueling Growth, Schwab Says

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There were 54 completed RIA merger and acquisition transactions in 2014, matching the total deals completed in 2013, according to Schwab Advisor Services.

2014 Was A Good Year For Advisors

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Advisors revenue and assets under management grew last year, accroding to PriceMetrix.

Young Advisors Express Job Satisfaction

by FA Staff

Recruiting young advisors is important because of the aging of the financial planner population, says Limra.

Finra Raises Licensing Exam Fees

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Fees for securities licensing exams are going up next month.

The Financial Lessons Of 'Game Of Thrones'

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If you ever find yourself at a fan convention for the popular HBO series "Game of Thrones," look at the person next to you. He or she just might control billions.

'Life Coaching' Sets Advisors Apart From Robo-Competitors

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Some advisors are playing up an extra role as their clients' "life coach," since investment skills alone may no longer be enough to stand out in a field now replete with computer-generated advice.

How To Master Advisor Stress, Despite Being A 'Type A' Personality

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Many advisors contact me with the following question: “My dad is a Type A personality and I am just like him...

Eyeing Retirement, 67-Year-Old Broker Leaves Morgan Stanley For Independent

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The broker is one of a growing number finding they can make more money, save on taxes and choose their successor if they take their clients to an independent firm before they retire.

Are High-Deductible Health Plans Right For Your Older Clients?

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Some older clients may benefit from these plans, but for others they may be a bad match, considering that people 55 and older account for more than 50 percent of U.S. health-care spending.

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