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Over half a century (and counting) working as a financial advisor, Laura Baron, 93, has seen the industry transformed. But, she says, it’s still a man’s world.

These proposed funds run the gamut from simple to complex. All are intriguing.

It’s true that retail investors have been selling domestic-oriented equity mutual funds for the last five years. But they are buying foreign ETFs.

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Some financial advisors are “tricking” out their offices and dressing down to attract Gen X and Y investors. But you’ve got to change more than just your look to attract the new generation of clients. The young’uns demand lower fees, no minimums...

Many veteran advisors are stuck in the past. But here are some ways to get out of the slump and start building out a real 21st century financial practice.

A client’s onboarding experience can affect how wiling they are to make referrals, and the faster a rep can sign one client, the quicker they can find more. New digital onboarding tools can help.