Focus Financial Adds $682M Kansas RIA
Focus Financial Adds $682M Kansas RIA Kavar Capital Partners is the seventh partner firm to join Focus year to date,
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Career News & Advice
NASAA Adopts Rule on CE Credits for Investment Advisors
The group’s model rule requires IARs to take 12 hours of continuing education each year. (Image: Shutterstock) The North American
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New Advisor Designation Drawing Criticism
New Advisor Designation Drawing Criticism Michael Kitces questions whether clients would really seek out advisors with an Accredited Behavior Financial
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Top 14 Mistakes Made by Financial Advisors
Top 14 Mistakes Made by Financial Advisors 1. Not doing much prospecting. No one ever comes out and says that.
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As Schwab Gobbles Up TD Ameritrade, What Should Advisors Do?
As Schwab Gobbles Up TD Ameritrade, What Should Advisors Do? (Photos: Shutterstock) Charles Schwab’s $26 billion purchase of rival TD
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