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Encouraging trends in the investment industry's longstanding gender imbalance

Recent data point to a rise in female representation in all advisor industry tenure cohorts as well as in branch managers in the brokerage channel ....

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Advisor as therapist? The challenges of managing clients' emotions

Communication and education can help calm clients’ anxieties amid challenging economic conditions ....

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Celebrating 30 years for the Brokerage Report Card | Investment Executive

The fundamental priorities of advisors haven't changed as much as the brokerage landscape in the past few decades ....

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Implementation by firms is key to advisor-pleasing technology

Many advisors are dissatisfied with the way third-party software is integrated into the systems they're provided with ....

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Investment advisors demand respect and flexibility | Investment Executive

Clear and forward-looking strategic goals are key to advisor satisfaction at brokerage firms ....

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