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Advisers need unique technology-enabled solutions in order to have more time to expand their practice, according to WisdomTree's Alisa Maute. What can be done today to create a more thriving business of tomorrow.
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The illiquid product's three-year decline is partially due to new regulations and poor performance.
Schwab reports new accounts up 50% from last year, assets up 33%.
The industry is on track to raise just $4.4 billion, well off the $19.6 billion it raised just four years ago, as new regulations hinder sales.
New research finds advisers whose firms have joined the agreement take better care of customers.
Introducing 20 female financial advisers and industry executives who are distinguished leaders, advancing the business of providing advice through their creativity and hard work.