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Signature FD's Tim Maurer describes how he sees the lessons of life planning and qualitative financial advice being tactically implemented in advisor-client relationships.
From a young age, Jamal Mashburn dreamt of carrying a briefcase; along the way, people laughed in his face. His advisor, who’s been with him since he was 19, wasn’t one of them.
The Schwab/TDAI merger is creating opportunities for emerging RIA custodians with more nimble technology, natural language processing tools and automated service.
XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.