Added on August 2015 in Form an RIA
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Summary: There’s no question that running your own business is fulfilling. You’ve seen the glamorous Instagram photos of sandy feet and laptops by the ocean, and the Facebook posts exclaiming (literally exclaiming, with five exclamation marks, minimum), “I love my job!!!!!”
Added on August 2015 in Form an RIA
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Summary: Since 2007, only one segment of the wealth management industry has boosted its market share every year: independent advisory firms. According to an estimate by Boston Consulting Group, $46 trillion in private wealth is up for grabs in the U.S.
Added on August 2015 in Form an RIA
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Summary: Since 2007, only one segment of the wealth management industry has boosted its market share every year: independent advisory firms. They’ve more than doubled their assets in that time, overseeing about $2.7 trillion as of 2014.
Added on August 2015 in Form an RIA
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Summary: More than two-thirds of financial advisors, 67%, say recent moves by regulators are having “minimal to no impact” on their risk assessment processes, according to a survey. Plus, 68% say Department of Labor and Securities and Exchange Commission actions have had “minimal to no impact on their client interactions regarding risk assessment.”
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Summary: As the proposal's comment period ends Tuesday, here's a snapshot of some of the larger parties' stances,
