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JANUARY 3, 2020

INDUSTRY

Could Retainer-Based Pricing be the New RIA Business Model?

Erick Bergquist

The retainer-based fee movement is a growing alternative to the AUM-based model.

FULL ARTICLE

BUSINESS PLANNING

The 2020 Team Resolution Challenge

Matt Oechsli

If you want results, you’ll need to guide the process.

FULL ARTICLE

SPONSORED CONTENT

The Hybrid Path to Independence

Sponsored by Schwab Advisor Services

Key considerations for the hybrid advisor.

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EQUITIES

Ten Strategists on What U.S.-Iran Escalation Means for Markets

Joanna Ossinger and Yakob Peterseil

Stocks are dropping and gold and oil are spiking after a U.S. air strike killed a top Iranian general.

FULL ARTICLE