From Investment Advisor
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Summary: Ray Sclafani's ClientWise is a coaching business, so what's the difference between coaching and consulting? Sclafani calls that his “favorite question.”
From InvestmentNews
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Summary: The wealth management market is thriving, as older baby boomers are retiring and the 50-something late boomers are hitting the last big earning years of their careers — all at a time when younger investors are grappling with the difficulties of a very slow-growing economy. It all means there is ample need for financial advice.
From Financial Advisor IQ
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Summary: Though initially slow to gather investor assets, low-cost robo-advisors have begun to accumulate an impressive amount over the past year or so. The largest, Wealthfront, just topped $2 billion under management. More impressive, big platform providers like Fidelity and Envestnet have bought or cut deals with robos as the backbone for consumer or institutional offerings.
From InvestmentNews
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Summary: There comes a time in every growing advisory firm's life when the owner has to stop managing a practice and start running a business. Adviser Gerard Klingman explains his process for shifting to professional management
From Think Advisor
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Summary:Ten years after it introduced its Advisor Services platform and one year after it completed distribution of a revamped version, Scottrade is holding a series of workshops around the country to help advisors adopt strategies and tactics to grow their businesses.
