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| BUSINESS PLANNING | |
| Are There Limits to Remote Working? | |
| Samuel Steinberger | |
| Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day. FULL ARTICLE |
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| CE CREDIT WEBINAR | |
| Pro Strategies for a Resilient Practice In Uncertain Times | |
| Sponsored by Wells Fargo Asset Management | |
In the midst of uncertainty — market upheavals, commodity price shocks, and global health scares — how can you best support your clients, demonstrate the value of your advice, and move from fear to action? Let us provide you with proven strategies used by the pros, including championship athletes and top business executives, to be the calm at the center of the storm.
April 9, 2020 | 4:15 pm ET / 1:15 pm PT REGISTER NOW |
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| INDUSTRY | |
| Moody’s Outlook on Some B/Ds Turns South | |
| Diana Britton | |
| Current market conditions are expected to hit some broker/dealers hard, according to Moody’s, with the ratings agency lowering its outlook on Advisor Group, Cetera and LPL. Raymond James remains stable. FULL ARTICLE |
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