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Folio Sightlines

Building a “Sustainable Firm” Through Acquisition and Succession Planning

This post is part of the Expert Interview series, which showcases some of the smartest thinking in the financial services industry on issues that matter most to advisors. If you would like to...

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Choosing the Right Custodian: Safety First

Maybe you’re considering breaking away from your firm and starting your own RIA. Or, maybe you just want to take your practice to the next level with a new custodian. Whichever path you are on,...

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Should I Stay or Should I Go?

Tips from the experts and things to think about before making the move to independence

Thinking about breaking away to go out on your own, or joining a small existing RIA firm? If you’re like many...

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Mergers, Acquisitions, Succession Planning, and Evaluating Your Firm with Dave DeVoe

This post is part of the Expert Interview series, which showcases some of the smartest thinking in the financial services industry on issues that matter most to advisors. If you would like to...

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The Ins and Outs of Breakaways with Matt Sonnen

This post is part of the Expert Interview series, which showcases some of the smartest thinking in the financial services industry on issues that matter most to advisors. If you would like to...

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Talking Broker Recruiting Protocol and Breakaways with Bill Willis

This post is part of the Expert Interview series, which showcases some of the smartest thinking in the financial services industry on issues that matter most to advisors. If you would like to...

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Continue To Up Your Advisory Alpha with Millennials: Crowdsourcing and a Modern Service Model – And Don’t Forget About Marketing (Part Two)

This post is part of the Expert Interview series, which showcases some of the smartest thinking in the financial services industry on issues that matter most to advisors. If you would like to...

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A Guest Post from George Gay....

Many Investments Directly Support Gun Manufacturers and Retailers — Here's How to Figure Out Whether Yours Do

By: George Gay

Gun manufacturers and retailers could be profiting off your investment...

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How Upping Your Advisory Alpha Can Help Attract Millennial Clients (Part One)

This post is part of the Expert Interview series, which showcases some of the smartest thinking in the financial services industry on issues that matter most to advisors. If you would like to...

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How Financial Advisors Can Give Investors a Socially Conscious Portfolio that Works

SRI funds and ETFs are increasingly in demand

By: Greg Vigrass 

Two powerful and seemingly disparate forces are shaping wealth management today: technology and sustainable investing. The...

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