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Human Capital
Building an inclusive practice: Unlocking diversity capital
Growth is no longer just about acquiring assets. In fact, as the population in need of financial advice grows and diversifies, so, too, must the advisory teams that serve them.
Human Capital
Jamie Price: Life lessons, Leading with Technology, and His A-Ha Moment
In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future.
Advisor Value & Fees
The Big Reveal Podcast Series: Season 1
Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her new and truly unique podcast series The Big Reveal.
Retirement
next: Millennial magnet - Attract and retain the largest generation in the U.S. workforce
In our second issue of next, we discuss how some of the factors may affect your role as a fiduciary in building effective retirement plans, including the effect changing interest rates may have on target date funds.
Manager & Investment Selection
Building the Right Team for Your Client Portfolios
This presentation explains how to select and combine managers and investment vehicles.
Advisor Value & Fees
The Fiduciary Opportunity: The Future Is Now
Beyond the ultimate fate of the Fiduciary Rule, the industry faces a crucial crossroad: pursue a business model that responds to the digital, demographic and economic pressures reshaping it, or breathe a sigh of relief and return to business as usual?