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Connecting Clients to Liquidity
Jun 26, 2019
Understand why and when it can make sense to borrow against an investment portfolio.
Jay Clayton
What Advisors Should Expect as the SEC Votes on Reg BI
Jun 04, 2019
Major standards of conduct for brokers and investment advisors are expected to be finalized tomorrow by the Securities and Exchange Commission. Here are the big points advisors should be on the lookout for.
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These Ads Could Be Bad for Your Clients' Financial Health
Jun 04, 2019
Peddlers of retirement products need to give consumers better information.
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Michael Kitces' #FASuccess Podcast: How Jania Stout Shows Her Clients Her Value
Jun 04, 2019
Jania Stout, co-founder of Fiduciary Plan Advisors at HighTower, built and automated a stewardship report in her CRM to show all of her clients all the behind-the-scenes work that the firm does on their behalf.
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“Investor Inertia” and Making Up for Lost Time
Jun 03, 2019
Investors may find themselves doing nothing due to being overwhelmed by too many choices, paperwork, fear of making a poor decision or just being too comfortable with the status quo.
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How This $2.5 Billion Team Saw Past the Handcuffs of Deferred Compensation
Jun 03, 2019
A conversation With Margaret Dechant, CEO and founding partner of Kansas-based independent firm 6 Meridian.
Eliot Weissbluth
Seasoned RIA Acquirers Spill Their Secrets
May 31, 2019
Executives at some of the biggest RIA consolidators, HighTower, Beacon Pointe Wealth Advisors and Mariner Wealth Advisors, share their insights.
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More RIA Sellers Than Buyers? It May Be Sooner Than You Think
May 31, 2019
In the RIA world, it’s a seller’s market. But the expansion of financing options is pushing more sellers into the market, lenders say.
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