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ThinkAdvisor

Career Advantage

Jul 16, 2019

News

FPA Finalizes Reorganization

By Bernice Napach

The final OneFPA Network plan retains chapters' independence but includes beta testing for some shared functions. Read More

News

Orion Buys Planning Software Startup Advizr

By Jeff Berman

The deal stands to help Orion keep up with rivals including Envestnet, who bought MoneyGuidePro earlier this year. Read More

News

Janney Picks Up 27 Wirehouse Reps: Recruiting Roundup

By Janet Levaux

The advisors joined over the past six months from Merrill, Wells Fargo and Morgan Stanley. Read More

News

Carson Wealth Adds $566M RIA in Florida

By Janet Levaux

Ruggie Wealth Management joins Carson via an exchange of a 25% interest of its business for equity in the Carson RIA. Read More

News

United Capital Teams With Nonprofit Girls Who Invest

By Jeff Berman

The mentoring initiative could help expand the number of women in the asset management industry. Read More

Commentary

Why Now's the Time to Start Making Comp Plans

By Angie Herbers

Working on compensation structures during the summer makes for better planning and easier times later in the year. Read More

Resources

Measuring the ROI on Advisor Designations

Sponsored by: Cetera Financial Group

Getting an advanced designation or certification takes a lot of effort. Get insights on if it’s really worth your while. Learn More

Why You Need to Improve Your Client Experience Right Now

Sponsored by: Orion Advisor Services

If your clients don’t feel like you are giving them the experience they want, they will find someone who does. Learn how to keep that from happening. Learn More

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