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If you want a more meaningful practice, one that appeals to the next generation of clients, it would behoove you to steer clear of these overused phrases.
Concerns that M&A activity among RIAs would dampen in 2019 haven't become reality, according to Dave Barton, vice chairman at Mercer Advisors. “If it was just me, I could do 30 deals, easy,” he said.
A hunting preserve owned by Donald Trump Jr., Eric Trump and partners, including a TD Wealth advisor, is the latest Trump family entity in the news for having employed an undocumented worker in the face of the President's attacks on illegal...
In this environment, advisors should expect superior technology, a nimble approach to portfolio construction support and personalized service from broker-dealers.