Practice Management

Practice Management (173)

Edward Jones Moving Towards Teaming Model

Last year Edward Jones launched a pilot program to allow brokers to share office space. Now, the company has indicated allowing brokers to team up is coming, breaking with its longstanding solo practitioner model. So reports Advisor Hub.

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What Do Millennials Want from FAs?

There have been many columns written about how millennials have rejected financial advisors in favor of self-directed platforms. But that’s not completely accurate. So reports U.S. News & World Report.

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1 in 4 Workers: Pay Us More Or We’re Gone

New research from Robert Half finds that 56% of U.S. companies have experienced pay compression in the Last 12 months. Of those, 62% are increasing salaries for current staff to help close wage gaps. Robert Half Salary Guide features data to benchmark compensation for 500-plus positions.

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Which Advisor Firms Are Growing the Fastest?

Integrated Wealth Concepts LLC in Waltham, MA, Mutual Advisors, LLC in Casper, WY and Oakmont Corporation in Los Angeles, CA are the top three fastest growing financial advisors, according to a new ranking by from the Investment Advisor Association and National Regulatory Services. So reports Yahoo! Finance.

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Advice on Getting Qualified Prospects

Canterbury Investment Management conducted a survey of financial professionals about the challenges they face heading into the year. Ninety-five advisors participated in the survey. So reports ETF Trends

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Working from Home An ‘Abberation’: Goldman Sachs CEO

David Solomon, the CEO of Goldman Sachs does not think working from home is here to stay. So reports CNBC.

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Which Pandemic-related Changes Will FAs Adopt Long-Term?

This past year ushered in some changes that are likely to stick around. In fact, 60% of advisors say they plan to, or may consider, a permanent virtual/in-office hybrid arrangement for their teams, according to a new survey of 396 financial advisors by InCapital.

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3 Things FAs Can Do to Beat the Competition

There are three things financial advisors can do to outperform the competition. So reports Financial Advisor Magazine.

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Younger Investors Want FAs to Discuss More Topics

Millennial investors and those from Gen Y are looking for financial advisors to broaden the scope of their conversations. Doing so can help deepen trust and increase satisfaction. So reports the National Association of Plan Advisors

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Advisor-Client Communications Changes Likely to Stick Post Pandemic

The coronavirus has caused a lot of changes, including the way FAs communicate with clients. And, some of those changes may be permanent. So reports Think Advisor.

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