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FEBRUARY 13, 2025

RECRUITING

McKinsey Estimates Advisor Shortage of 100,000 by 2034

The consulting firm says the wealth management industry can address the shortage by boosting productivity levels and attracting new talent.

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PROFESSIONAL DEVELOPMENT

DFA Alum Launches Advisor Training Program and Designation

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

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WHITE PAPER
Investing Opportunities in Dropping Interest Rate Cycles

Sponsored by Thrivent

When the U.S. Federal Reserve (Fed) drops the federal fund rate, creativity is the name of the game for investors.
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CLIENT RELATIONS

Six Leadership and Hospitality Lessons from Restaurateur Will Guidara

Actionable tips from the former owner of the world's best restaurant to help advisors transform how they engage with clients.

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CLIENT RELATIONS

Left on Read: The Cost of Ignoring iMessage Compliance

iMessage isn’t going anywhere, and neither are the regulators.

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Trending Podcasts
RIA Edge Podcast: Redefining Growth in Wealth Management

Steward Partners’ Jim Gold shares insights into their robust M&A strategy and the importance of succession planning in an aging industry.


Sponsored by Schwab Advisor Services

Listen Now >

The Diamond Podcast for Financial Advisors: The Lifecycle of a Billion Dollar Business

Sweet Financial Partners' Bryan Sweet shares his business growth story, starting with 32 years under Raymond James' broker/dealer, then as an RIA, and most recently selling to Carson Wealth.

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CLIENT RELATIONS

Yes, Advisors Can Manage Their Clients’ 401(k) Accounts

Understanding the options to support your clients’ largest investment asset.

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