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Summary: After months of performing thorough due diligence, you’ve finally decided to pull the trigger and make a move. You may even have a start date on the calendar. Now what?
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Summary: While Morgan Stanley says the now-delayed Department of Labor fiduciary rule has put a damper on advisor movement, Raymond James says its independent channel’s recruiting efforts are going full steam ahead.
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Summary: The new hyper-compliant world has left many advisors with a pink slip in hand, thinking they have reached the end of their career. Yet there are steps you can take to get back in business.
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Summary: The industry's leading platform provider, which is locked in fierce competition with industry rivals such as HighTower Advisors, United Capital and Focus Financial Partners to align with advisory firms, is offering RIAs a way to monetize a portion of their firm by purchasing a percentage of their revenue stream.
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Summary: Independent planning firms will need more than 200,000 new advisers over the next 10 years to replace the baby boom founders who are now in their 60s, according to calculations by Mark Tibergien at Pershing Advisor Solutions. But where are they going to come from? College programs are graduating hundreds, not thousands, of new advisers.
