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Summary: All firms, even smaller financial advisory firms, must make an effort to hire and promote people who reflect the greater community. Without a conscious effort to introduce new leadership views, we risk being close-minded to both needs and opportunities. We also deprive ourselves of the chance to be the employer of choice in our markets.
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Summary: Robo-advisers say they'll be just fine as the industry heads into the final countdown of the Department of Labor's impending fiduciary rule, but potholes along the way could push executives out of their comfort zone, according to an InvestmentNews roundtable of executives at many of the leading digital-advice platforms.
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Summary: Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.
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Summary: With this tool, LinkedIn will match its members with freelance professionals when a request is filed, to which an adviser can accept or reject. From there the prospect and adviser can go off line and discuss future services. Other industries include design, writing and editing, real estate and software development.
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Summary: Have you ever looked at your to do list and just laughed? You think, “Oh right, that’s not happening,” and then moments later, you realize that none of the tasks on your list are really an option. Perhaps that’s the point that your nervous laughter turns to tears
