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Summary: Amid growing worries that there are not enough new advisers to replace those who are retiring, the CFP Board's Center for Financial Planning is rolling out a host of new initiatives aimed at expanding and diversifying the workforce.
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Summary: While RIAs are adapting to new regulations, anxieties of client acquisition and other business concerns that could constrain their firm’s growth, many are looking to evolve their business by reassessing their value proposition.
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Summary: If you’re in the minority and exactly on track to realize your vision, then congratulations – it’s no small feat. If you’re in the majority then I’d suggest, humbly, that you need to look at your business planning very differently this year. Rather than thinking about incremental growth, I’d encourage you to think about your vision and the steps you need to take toward more transformative change.
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Summary: Vanguard founder John Bogle said in a New York Times op-ed piece today that annulling the Department of Labor's fiduciary rule “would clearly be a setback for investors trying to prepare for retirement.”
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Summary: Planners say they expect to see increases in revenue and client assets in 2017, according to the latest TD Ameritrade Institutional RIA Sentiment Survey. Accordingly, they plan to rev up spending on marketing, business development and technologies such as electronic signatures, the survey revealed. Also in the works: initiatives like more networking to attract a new generation of clients.
