From InvestmentNews
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Summary: In the latest twist on robo-advice, Insight Advisors in Los Angeles aims to apply automated separate account management to the alternative investments business.
From Think Advisor
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Summary: Donna Skeels Cygan is a most unusual financial advisor. She teaches clients how to invest in…joy, in addition to stocks and bonds. She gets lots of lucrative referrals from attorneys and CPAs, and turns them all down.
From Financial Planning
Added on November 2014 in Form an RIA
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Summary: with all the arguments and lobbying around the fiduciary standard, I think the profession is in danger of forgetting the big picture. The fight over the “fiduciary” label is really just one more battle in a long war between professionals and sales agents.
From ByAllAccounts
Added on November 2014 in Join an RIA
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Summary: Should you change channels in the advisory world? Are you thinking about becoming an advisor? It’s important to be able to compare and contrast the choices. Most investors and many advisors can’t distinguish between the advisory channels. Each channel is a silo with its own firms, terms and choices. Sometimes you can combine two paths like belonging to an independent broker dealer and also an independent RIA. It can be complicated.
From Investment Advisor
Added on November 2014 in Form an RIA
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Summary: That decision, as difficult as it might have been, now leads to a host of other questions you must ask yourself, and some outside experts, before you’re able to hang up your own RIA shingle.
