Jun 22, 2024 View in Browser

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Analysis

We Can Stop Advisor Industry Churn: Orion CEO

By John Manganaro

New technology and ways of thinking mean more advisors seek a different way to do business, Natalie Wolfsen says.

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News

Ken Fisher's Fortune to More Than Double on Private Equity Sale

By Devon Pendleton

The sale of a $3 billion stake in Fisher Investments is expected to bring his net worth to $12.2 billion.

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Commentary

4 Reasons to Work as a Bank, Credit Union or Insurance Advisor

By Christopher Cassidy

Choosing to work within an institutional environment can have unexpected benefits.

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News

Integrity Marketing Forms Wealth Business With $46B in Assets

By Allison Bell

Bryan Adams, the CEO, wants to lock in clients' life, health and wealth business all at once.

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News

Luminaries FAQ: How to Participate in ThinkAdvisor's 2024 Awards Program

By Janet Levaux

There's one month left to nominate individuals and firms for our expanded recognition program. Here's how to do so.

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Q&A

The 100,000th CFP Shares Her Story

By John Manganaro

Simone Lee left her IT career to pursue financial planning in 2019, earning the certification five years later.

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Resources

Your Digital Marketing Blind Spots: How To Find Them, How To Fix Them

Sponsored by: Cetera

Uncover the hidden pitfalls in your digital marketing strategy and learn how to address them effectively. This white paper offers actionable insights, recommendations and KPI’s to help you optimize your online presence and achieve your business growth goals.

LEARN MORE

ON DEMAND

Applying A Holistic Financial Planning Approach To Achieve Alpha

Join this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.

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