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Summary: The majority of RIA firms — 78% — expect their assets under management to rise in 2018, with nearly half saying assets will grow faster than in 2017, according to a telephone survey of advisers conducted for TD Ameritrade.
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Summary: The Certified Financial Planner Board of Standards said Monday that the number of CFPs has reached 80,000, with a record 1,250 women certified in 2017.
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Summary: We see financial advisors on a daily basis who say they would like to grow their business but when it comes right down to it, they are reluctant to change how and with whom they do business.
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Summary: What characteristics do clients value most in their financial advisors? Topping the list are soft skills — ironically, often routinely dismissed by advisors as nice-but-not-necessary. A Massachusetts Institute of Technology AgeLab study in 2015 revealed these findings, and they’ve never been more relevant than today, as John Diehl, senior vice president of strategic marketing, Hartford Funds, which sponsored the study, argues in an interview with ThinkAdvisor.
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Summary: Clients can enhance their financial prospects this year by creating multiple income streams, according to this article on CNBC. One strategy is to get a part-time job via the gig economy. Self-employed workers will have to report their income and pay taxes, and should prepare for retirement by investing in tax-advantaged accounts, such as a SEP, Simple IRA or a solo 401(k).
