Practice Management: Summer's slow pace can help accelerate growth efforts

Four ways to recharge your growth plan this summer

Take advantage of the slower pace to deepen valuable client connections.

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Who do you need to hire to grow your business?

If you believe recruiting other top business development people is the answer, you should think again.

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Three forces that will accelerate the drive toward independence

Shifts in the broad wealth landscape have tipped the balance in favor of breakaways, argues industry veteran Scott MacKillop.

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VIDEO

Outsourcing middle-office ops can help advisors crack high-net-worth market, says Aptus Capital founder

Aptus Capital Advisors Founder JD Gardner on how advisors can maximize client time by outsourcing middle-office operations, as well as the importance of a "unified investment philosophy."

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Wirehouse sacks staff after investigating allegations of faking work

More than a dozen staffers fired over alleged 'simulation of keyboard activity,' according to Finra disclosures.

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RIA caught up in WhatsApp impostor scheme warns against “rogue elements”

The firm is distancing itself from “sham communications” claiming opportunities for “VIP members” with “cooperation commissions.”

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Morgan Stanley beats ex-Fla. advisors’ claims to deferred compensation

Expect to see more inconsistency around deferred compensation claims, says one attorney.

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