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Summary: As more advisers adopt online strategies to stay competitive in a changing market, a new deal struck between a traditional advisory firm and a Silicon Valley robo-adviser highlights how technology is disrupting the industry.
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Summary: Fiduciary advocates are gearing up once again to engage in a monthlong debate about the importance of the two fiduciary rulemakings being considered by the Securities and Exchange Commission and the Department of Labor.
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Summary: You may have heard recently that the financial planning profession is under attack. Advisors are in grave danger of being rendered irrelevant, the Cassandras warn, by the online investment advisory platforms: the so-called robo advisors. What you don’t hear is that this is nothing new. In fact, the short history of the financial planning profession can be viewed as a series of evolutionary responses to different mortal challenges — all of which, in one way or another, have sharply questioned the relevance and value of financial planners.
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Summary: As a New Yorker staff writer and best-selling author, Malcolm Gladwell has written extensively about some of the most disruptive innovators in the history of business.While many of the characteristics these entrepreneurs share are somewhat obvious, you'd be surprised to hear what traits Gladwell says the most successful business leaders tend to have in common.
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Summary: A big difference exists between simply growing and growing well. Growth was fairly commonplace among the record number of participants in this year's FA Insight study. Nearly three-quarters of firms characterized their recent growth as “significant.” Just one-third of all firms, however, managed to achieve sustainable growth and avoid any related negative side effects.
