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Summary: In their new book, The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life, released this week, top advisors Ron Carson and Scott Ford share their disciplines and career successes to help business owners achieve a better work-life balance. But the book also takes shots at the advisory industry, calling for increased transparency, more responsible profit margins, fewer shortcuts in planning and better communication with clients.
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Summary: The proliferation of social media websites and search engines have made it possible for niche financial advisors to succeed like never before, simply by creating content that demonstrates their expertise and allows prospects to find them. Yet this strategy works only if an advisor actually creates the content.
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Summary: Wealth managers don’t have a choice of whether or not to innovate. Investors want and will eventually come to expect it. The future won’t be determined by robo-advisors, or even traditional wealth managers, but by the clients themselves.
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Summary: Financial Planning annually ranks the largest, truly independent RIAs in the United States – but where do they fall on the map? Click through to see a breakdown of the top 150 firms by region.
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Summary: Independent financial advisers are increasingly finding clients from a range of investor pools, not just snagging most away from big-name brokerages. In some cases, they are even stealing them away from firms that look a lot like themselves.
