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Summary: Outsourcing key functions — including investment management, information technology and legal and compliance — is the route to greater growth, say advisory firms who outsource, according to a new study by Fidelity.
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Summary: Gail House was forced into retirement last year at age 58, after serving two decades as the principal safety manager for her Orlando, Fla., employer.
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Summary: [Slide Show] Roughly 2,000 financial advisors packed the conference rooms and breakout sessions of TDAI's National LINC Conference in San Diego, Calif., last week. Advisors could schedule consultations to improve their practices, got a sneak peek at the latest advisor-focused technologies, and heard from executives, like TDA CEO Tim Hockey. Of course there were plenty of opportunities to relax and socialize, too, with oversized games like Lite Brite and Pac-Man waiting for attendees, as well as a Friday night concert by rock group Weezer.
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Summary: Wells Fargo is still experiencing some service outages a full day after an issue at one of the bank's facilities took much of the bank offline, including its website, mobile app, ATMs, credit and debit cards, and internal systems used by tellers.
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Summary: Those who don't anticipate and adapt are doomed to failure.However, nobody can see the future; we can only take educated guesses. That's why we reached out to 11 luminaries in the wealth management industry to find out what they think the financial advice landscape will look like in 25 years.
