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  1. www.kitces.com › blog › categoryArchives Of Weekend Reading For Financial Planners - Kitces

    Jun 28, 2024 · A former employee has filed a lawsuit alleging Reg BI violations at Fidelity, including a push for advisors to push customers to use the company's own higher-fee managed accounts rather than lower-cost funds, which, if found to be true, could lead to a wider SEC investigation and sound a warning for other firms that might be engaging in similar ...

  2. www.kitces.com › blog › weekend-reading-forWeekend Reading For Financial Planners (Jun 15-16) 2024

    Jun 14, 2024 · Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study found that advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained f...

  3. www.linkedin.com › pulse › legacy-insightsLegacy Insights Newsletter - LinkedIn

    4 days ago · Todd Fithian. We help financial advisors grow their business by delivering world-class advice, the most powerful client relationship, and creating the highest levels of trust. Author, Speaker,...

  4. www.kitces.com › blog › categoryArticles About Financial Advisor Technology & FinTech - Kitces

    5 days ago · Welcome to the July 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

  5. en.wikipedia.org › wiki › TED_(conference)TED (conference) - Wikipedia

    Jun 25, 2024 · History. 1984–1999: Founding and early years. Bill Clinton addresses TED, 2007. TED was conceived in 1984 by Richard Saul Wurman, FAIA '76, [23] and co-founded by Emmy-winning broadcast and graphic designer Harry Marks and CBS President Emeritus Frank Stanton.

  6. blog.ted.com › rewriting-the-menu-notes-on-sessionRewriting the menu: Notes on Session 3 of TED Countdown 2024 ...

    Jun 7, 2024 · Session 3 of the TED Countdown 2024 Dilemma Series centered around not just what we eat, but how we produce it. In four talks and an interview, speakers explore the science, policy and financing of transitioning to sustainably grown crops and meat alternatives.

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  8. blog.ted.com › coalition-building-notes-on-sessionCoalition-building: Notes on Session 4 of TED Countdown 2024 ...

    Jun 7, 2024 · Four speakers discussed how we can bring together the world’s best minds and ideas to rethink how we support farms, nourish the youngest generations and collaborate across seeming divides. The event: TED Countdown 2024 Dilemma Series: The future of food, hosted by TED’s David Biello and Nicole Ng.