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Advisors can become vulnerable when they become consumed by the day-to-day demands of their clients, and neglect the long-term needs of their practices.
Democratic Sen. Sherrod Brown, joined by Dept. of Labor Sec. Thomas Perez, said Monday he would propose a new bill to close a loophole in the tax code that allows employers to treat full-time workers as independent contractors ...
For advisors, having conversations with clients around wealth planning and family engagement is more than a way to retain them long-term; it can be a good growth strategy. ...
An independent broker-dealer nurtures Next-Gen advisors to support Next-Gen investors1. This is a case study on how Securities America has taken steps in their business to support their next-gen advisors to meet the needs of next-gen investors.