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Did the DOL Create a Buyer’s Market for Advisory Firms?

Every year after tax season, ‘for sale’ signs go up at CPA firms across the country. It’s no wonder. It’s a grueling business that forces accountants to run a marathon-length […]

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Ripped From the Headlines: Life Insurance Rate Hikes Send Seniors (and Advisors) to the Life Insurance Secondary Market

This isn’t some new Law and Order series, unfortunately. This is real life. Over the past year, at least seven big life insurance companies have raised premiums on a range […]

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Ready to Attract Millennial Clients? Up Your Game With Crowdfunding

In the words of Steve Jobs, it’s time to “think different.” About technology, about your clients, and about your business. There’s a lot of change going on in the investment […]

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