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For the last several years, industry experts (and WealthManagement.com) have talked about the small independent broker/dealer as if it were an endangered species. Sure, many small b/ds—bogged down by increasing regulation, compliance costs, li...
The opportunity for “differentiation” in financial services may mean simply moving beyond the clichés that dominate so much of the industry’s marketing.
How would you describe your LinkedIn network? Is it comprised of people you currently know? People youused to know? People you don’t know? We all have a network of sorts, but the quality of our network enhances or impairs our ability to ma...
The Department of Labor has made it a top priority to put out its long-awaited and highly controversial fiduciary proposal this year, but now the DOL faces new pushback from Congressional leaders. This week, 32 members of Congress—mostly fr...
