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make room for robo advice
Make room for the Robo’s
by Tony Vidler        Robo’s are a threat to advice businesses in much the same way that a chilly bin is a threat to the sale of refrigerators.   Many advice businesses, and quite a few institutions it seems, appear to believe that automation is the devil that will kill financial advice, and it should […]
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best-ideas-for-professionals
The Big Ticks: Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
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best-ideas-for-professionals
The Big Ticks: Top Stories For Professional Advisers This Week
By Tony Vidler CFP  CLU  ChFC Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, […]
Read more.