Added on August 2018 in Form an RIA
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Summary: If you have picked the right connections to begin with they will do it every time, and if the person you want to work with gets contacted by 2 or 3 respected contacts, the opportunity door is wide open.
Added on August 2018 in Form an RIA
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Summary: Amid all the excitement about the potential uses of artificial intelligence in financial advice, there is still a lot of uncertainty about how this new technology will fit into the existing regulatory framework governing financial services firms.
Added on August 2018 in Form an RIA
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Summary: After almost 20 years in the business — the bulk of it at wirehouses — Tim Davis made the leap to an RIA nearly a year ago.
Added on August 2018 in Form an RIA
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Summary: Circle back to 2009: The financial crisis had barely passed, Barack Obama was inaugurated as president, and Bernie Madoff was sentenced to 150 years for his multibillion-dollar Ponzi scheme. Meanwhile, more than 24,000 financial advisors who changed firms that year worried that the days of outsized recruiting deals were going to be a thing of the past.
Added on August 2018 in Form an RIA
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Summary: If financial advisers agree social media is no longer an optional part of their business, it's time to start checking out some of the tools employed by the internet's "power users."
