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Be Curious! How to ensure a successful experience on RIA Match

Added on January 2018 in Thought Leadership
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Summary: One of the most frequent questions that we get from new members is “How can I ensure a successful experience on RIA Match?” Looking back on the 5 years since RIA Match‘s inception and 3,500+ members later, we found the characteristic of ‘Being Curious’ is central to those who’ve achieved success on the RIA Match platform.

Survey: 41% of households mix digital, human financial advice

Added on December 2017 in Thought Leadership
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Summary: Individual investors are slowly abandoning pure self-direction and are turning to financial professionals for advice, according to a new study by an investor data company. But this isn't a return to the way things used to be, said Hearts & Wallets, the Rye, N.Y.-based research firm that conducted the study of 40,000 individuals.

Becoming a Great Negotiator, Step 4: Integrity

Added on October 2017 in Thought Leadership
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Summary: Always be in integrity. That phrasing is important, because we often think of integrity as something we can possess or a manifest personality trait. That causes us to take it for granted as something that we can call upon at our convenience. But, integrity isn’t a tool to be used for leverage, and it’s not something attainable—it’s a fundamental way of being.

E*Trade gains a foothold in the RIA space, but it is going up against bigger competitors

Added on October 2017 in Thought Leadership
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Summary: E*Trade Financial Corp.'s acquisition of Trust Company of America is seen as a solid endorsement of the strength and profitability of the financial advisory business.

Best of Class

Added on October 2017 in Thought Leadership
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Summary: Erika Fix did not aspire to be a teacher. In fact, she could not envision a career speaking in front of others. Then one day she ran into a former high school friend who shared his horrible experience as a student. Erika also recalled the hostile learning environment for both staff and students at their school. That chance conversation with an old friend crystallized into a mission for Erika, a mission founded on the importance of giving kids a safe place to learn. Teaching became her life's work.

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