Practice Management Articles

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Union Provides Niche Market For Advisor

by

J. Graydon Coghlan, a California financial advisor, wants to help other advisors break into the difficult market of serving union members.

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FPA Is Looking For A Few Good People

by FA Staff

The FPA has created a Volunteer Engagement Initiative to encourage more members to give time to improve the profession.

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Snowden Lane Partners Adds $400 Million Team

by FA Staff

Harbor Wealth Management Group has joined the firm from UBS.

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Emotional Clients Are Advisors Top Concern, Survey Finds

by FA Staff

Financial advisors worry that clients emotional reactions to market events could harm their businesses and their clients financial well being, according to a survey by Natixis Global Asset Management.

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Majority Of Advisors Say 'Robo' Services Will Drive Down Fees

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Robo-advisors will put pressure on the industry to lower fees, 60 percent of financial advisors told Scottrade in a poll released Monday.

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Finra May Require Series 7 Scores On BrokerCheck

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Finra has discussed requiring reps with Series 7 licenses to post the test scores they received on the agency's BrokerCheck system.

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Volunteer Advisors To Offer Free Financial Services

by FA Staff

For the fifth year, CFP professionals will offer free services to the public.

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Advisor Biz Grapples With 'Succession Recession'

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About 4,000 advisors leave the business each year and there are too few planned successions of advisor practices to keep up with the loss, says Echelon Partners founder Dan Seivert.

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Survey Finds Increasing Focus On Wealth Protection

by FA Staff

A majority of Americans see protecting their wealth as a growing concern, a new study says.

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States Prod Investment Advisors To Plan For Their Death, Disability

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State securities regulators are working on a rule that could push more advisors to face their mortality by planning how their businesses will continue if they die.

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