Industry

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All of the factors that potential acquirers expect or value are the same as those that will benefit your firm’s owners and employees today.

Last week, I wrote about how some financial advisors at Edward (don't-call-us-"Ed") Jones were balking at signing the firm's new employment contract. Among other issues, the firm has a 5-year non-compete clause that one industry recruiter call...

An informal survey of branch office managers across advisory channels finds one consistency in their wishes for a new year—Fair compensation.

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Younger Investors Have Less Confidence in Advisors than Previous Generations

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