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The Shape of Things to Come
May 08, 2020
Forecasting the long-range impacts of the pandemic.
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Life After Lockdown
May 08, 2020
What is the future of financial advice after recovery from the COVID-19 pandemic?
SRG David Grau
Succession Resource Group's New Platform to Help FAs Find Lenders
May 07, 2020
LendingWell to take advantage of the tightening of lending standards that has arisen due to the coronavirus pandemic.
Douglas John founder and Managing Partner Requisite Capital Management
Q&A With Requisite Capital’s Doug John: Crisis Underscores Value of Independence
May 05, 2020
The former UBS advisor on how the benefits of a fiduciary obligation to clients, as opposed to corporate shareholders, is made even clearer during times of crisis.
businessman money
What Standout RIAs Did During the Last Crisis
May 04, 2020
During times of crisis, top performers keep hiring, closely monitor their expenses, continue growing their client base and invest selectively, according to FA Insight.
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Financial Planning Stands Tall During COVID-19 Crisis
May 04, 2020
We can’t let this virus hinder us from further elevating the profession and advocating on federal and state policies that could influence the trajectory of the field, says Martin Seay, FPA president.
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Zoom Fatigue
May 01, 2020
Videoconferencing may be more physically draining than face-to-face meetings.
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LPL Live: Michael Kitces on Reimagining Your Practice
Apr 30, 2020
Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19. 
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LPL Live: Michael Kitces on the CARES Act
Apr 30, 2020
Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19. 
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The Four Phases of RIA M&A After the COVID-19 Storm
Apr 30, 2020
The devastation following the COVID-19 crisis will lead to a lull in RIA mergers and acquisitions, followed by a surge until a return to normal, writes David DeVoe.
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