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As a financial advisor, you’re always thinking about your clients’ future. But what about your future? A recent survey conducted by CLS Investments shows more than 40% of independent advisors expect the sale of their business to account for between a quarter and half of their retirement. This figure stands in contrast to the reality that most advisors are wholly unprepared to pass on their business to a successor. David Grau, President and Founder of FP Transitions, says fewer than one in 10 advisors will sell their practice at the end of their career. It’s why a whopping 99% of independent practices die after one generation. Building an enduring business...

Is Quantitative Easing the Silver Bullet to Economic Recovery?

By Joseph Giulitto

Some rise by sin and some by virtue fall.

– Shakespeare

I saw this quote recently while researching another topic. I found it to be appropriate to capture the challenge that professional money managers have in finding investments...

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Learn About a Service Model for Advisor Growth

Growing your practice requires the support of a custodian you trust along with the capabilities of an industry leading trading platform. With the right tools, knowledge, and support, you’re able to evolve your practice in a manner that best suits your...

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Is the US Going Greek? Protecting Investors in Times of High Debt

By Joseph Giulitto

No, the US is not switching from high fashion to togas. We are also probably not going to convert our economy to a fishing/tourism model anytime soon. However, like Greece, the US is assuming debt at a rapid pace. Two years ago, we were actively criticizing...

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How Are Your Mobile Investors Getting Along?

By Dave Curry

This is the second post in a series discussing three technologies that are reshaping the playing field for advisors — mobile devices, social media and web-service based integration.

I still have a framed poster enlarged from the cover of the June, 1985...

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