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Nine Must Reads for the CRE Industry Today (Nov. 29, 2022)

Nov 28, 2022

Is the Retail Reckoning for Regional Malls at an End?

Nov 28, 2022

Making Client Reporting the Center of Your Client Experience

Nov 28, 2022

Kroger, Albertsons CEOs Will Testify Before Senate About Merger

Nov 28, 2022

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The 10 Best and 10 Worst States in Which to Retire in 2021

Jul 15, 2021

I’m an Advisor. This Book Changed My Life

Aug 31, 2022

Fifteen Must-Listen Business Podcasts for Advisors

Aug 14, 2020

Celebrity Estates: Jay Leno and Planning for Classic Car Collections

Feb 22, 2022

Highlights

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Michael Hunstad on Market Elasticity

Nov 28, 2022

Michael Hunstad, Ph.D., chief investment officer of global equities at Northern Trust Asset Management, discusses how advisors can help...

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Julie Moret on Assessing and Managing ESG Risk

Nov 28, 2022

Julie Moret, global head of sustainable investing and stewardship at Northern Trust Asset Management, explains...

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Robert Steinberg on Attracting and Retaining Talent

Nov 28, 2022

Robert Steinberg, founder and CEO of Blue Chip Partners, discusses the importance of a strong hiring process.

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RIA Edge Podcast: Brandon Odell on the State of Advisor Compensation, Staffing

Nov 22, 2022

The Ensemble Practice's Brandon Odell discusses the evolution of staffing and compensation in the RIA industry—and how the most successful firms are winning the war for talent.

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Wayne Dahl and Danielle Poli on Making Smart Credit Investments

Nov 22, 2022

Wayne Dahl and Danielle Poli, co-portfolio managers at Oaktree Capital, describe how investors can seize opportunity and mitigate risk in today’s credit market.

M&A Trend Lines Take Dive in Q4

Nov 21, 2022

Do weeks of single-digit deals mean the RIA M&A market has turned a corner? Deal-makers weigh in.

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David Devoe on Growth Opportunities

Nov 21, 2022

David Devoe, founder and CEO of Devoe & Company, explains why 2022 is looking like another record year for M&A activities.

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Scott Leak on Changes in How Advisors Manage the Sale of Firms

Nov 21, 2022

Scott Leak, senior consultant with FP Transitions, discusses how advisors can transition ownership over time.

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Rich Cancro on Meeting Advisors’ Three Biggest Needs

Nov 18, 2022

Rich Cancro, founder and CEO of AdvisorEngine, explains how technology can help advisors improve client experience, increase...

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Dave Hagen on Accessing Data Seamlessly from Multiple Sources

Nov 18, 2022

Dave Hagen, chief commercial officer of BridgeFT, explains how technology can make better data more easily available.

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Reed Colley on the Importance of Providing Advisors with the Right Tools

Nov 18, 2022

Reed Colley, chief executive officer and co-founder of Summit Wealth, discusses how advanced technology and improved platforms can better serve advisors and clients.

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Sean Brown on Advisor Workflow

Nov 18, 2022

Sean Brown, head coach at YCharts, discusses how he assists advisors in making better business decisions and communicating more effectively.

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Franklin Tsung on Building Community with Technology

Nov 17, 2022

Franklin Tsung, growth advisor at AppCrown, shares how independent technological solutions can bring advisors’ cultures to customers.

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