From On Wall Street
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Summary:You've heard the warnings before: the advisor ranks are graying. Yet little progress has been made to mitigate a widely accepted problem that could snowball into a talent crisis. More than 70% of brokerage and RIA executives say there is a shortage of new advisors to replenish the ranks, according to a new survey by Fidelity.
From InvestmentNews
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Summary: Charles Schwab & Co. launched a second version of its automated investment service on Tuesday, this time a robo platform for advisers to implement within their own practices.
From Financial Planning
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Summary: When financial advisors choose independence and launch a registered investment advisor, despite the long-term rewards, in the short term, they are operating a business with no revenue and significant expenses.
From WealthManagement.com
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Summary: When financial adviser Gordon Bernhardt hiked back up from the bottom of the Grand Canyon five years ago, he knew he had one of the best experiences of his life.
From Think Advisor
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Summary: There are five forces of change affecting the advice industry over the next five to 10 years, Sanjiv Mirchandani, president of Fidelity Clearing and Custody, said in a webinar.
