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Michael Kitces' #FASuccess Podcast: Andrew Altfest on the Dynamics of a Family Business
Jul 23, 2019
Andrew Altfest is the second generation leader in a family advisory firm. He describes how he got involved in the business and his plans for it for the future.
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Your Next Big Hire – An OCIO
Jul 23, 2019
An outsourced chief investment officer (OCIO) can significantly impact a firm’s bottom-line.
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Joseph's Coat: A Family Office Tale
Jul 22, 2019
Some key family office principles exist in this colorful tale.
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Money Doesn’t Deserve the Bad Rap It’s Getting
Jul 22, 2019
More of it won’t necessarily make you happier day-to-day, but it does raise life satisfaction.
JoJo Fletcher and Jordan Rodgers
Northwestern Mutual Takes Financial Planning to the Chapel
Jul 19, 2019
Hungry for leads, Northwestern 'Matchmaker' Mutual is working with wedding planning platform The Knot.
Morningstar
The Trouble With Explaining Behavioral Coaching
Jul 19, 2019
Morningstar explores why word choice could make or break investor appreciation of a key advisor value proposition.
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How Advisors Can Benefit From State Auto-IRA Plans
Jul 18, 2019
California's state-mandated auto-IRA program charges participants almost 1% in fees, opening up an opportunity for tech-enabled advisors.
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Values Check—Getting the Most from Life
Jul 18, 2019
Take a moment to stop and reassess.
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