Practice Management

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Branson Regales Advisors With Tales Of Planes, Spaceships And Shoes

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Richard Branson shared some of the thinking that has gone into his business success and philanthropic endeavors this week at LPL Financial's Focus conference in Boston.

Judge Says CFP Board Acted Fairly In 'Fee-Only' Suit Filed By Camardas

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The board correctly "followed its own rules" in disciplining a couple for improperly using the term "fee-only" in advertising their advisor practice, a federal judge said in a ruling that was...

Surprise! Advisors Using Robos For Older, Affluent Clients

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Advisors are more likely to use robo services for clients with more than $1 million in net worth, according to a new study by Jefferson National.

LPL To Begin Robo-Advisor Pilot Program

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LPL is about to begin testing on robo-advice technology that it hopes to roll out to its advisors next year.

Advisors Get Help Improving Online Presence

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Fidelity is launching two new programs to help advisors improve their website and social media presence.

Don’t Let NextGen Assets Disappear

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Here are some tips from LPL on how advisors can retain management control over the more than $30 trillion in wealth poised to pass to a new generation over the next few decades.

How Advisors Can Retire Slowly

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Janney Montgomery Scott has a program for advisors who want to provide for their clients' future as they exit their practice.

Schwab Plots Big Consultant Hiring Spree, Branch Expansion

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Schwab plans to expand its branch network, which could include hundreds of new financial consultants and support staff to offer more financial planning help for all client types.

The Most Common Buzzwords For Those Fighting The Fiduciary Rule

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Fiduciary rule proponents and opponents sling their favorite buzzwords.

U.S. Small Business Loan Program Halted As Demand Exceeds Cap

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The Small Business Administration said it reached the $18.75 billion cap for its main loan guarantee program, forcing it to halt the funding of new loans.

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