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Summary: To adapt a Charles Dickens quote from “A Tale of Two Cities,” “It is the best of times; it is the worst of times.” It is the best time to be in the financial planning business, and it is the worst time to be in the financial planning business. There is a revolution in the financial services industry; fortunately, there is no guillotine involved. As we review our practices in the light of transformation, is it the best of times?
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Summary: The most appealing position statements in financial services businesses profess a freedom from conflicts of interest. At the same time, this position may be the most difficult to prove. The Department of Labor's newly released Conflict of Interest rule is poised to raise the bar on the fiduciary standard even higher.
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Summary: Sallie Krawcheck thinks she can serve women investors better than Wall Street can, and she can do it with a robo designed specifically to account for women's concerns in its plans.
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Summary: Trying to be “outside of the box” makes you very un-creative and incredibly un-productive. Organizations love to say they are removing limits. Open floor plans, “matrix” organizations, and “thinking groups” are being implemented and pushed forward in an effort to drive collaboration, creativity and innovation
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Summary: Invesco Ltd. announced this week that it will collaborate with Pershing to offer Jemstep Advisor Pro, the firm’s advisor-focused digital advice solution, to Pershing’s clients.
