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Today's Headlines

Stop Kidding Yourself About Your Firm’s Salability
For some owners, it’s best to focus on finding clients a new home.
New Security Software Eases Compliance for RIAs
The integrated package could be a time-saver — but call your broker-dealer first.
Why Clients Might Be Curious About Advisors’ Net Worth
The question is likely to stand in for other concerns.
FAs Take Credit for Recent Business Growth
They consider the stock market’s phenomenal run only a small contributor.
Vote: Should You Ever Share Your Own Financial Problems With Clients?

Advisors can form very close relationships with their customers, but is it OK for them to discuss their personal financial challenges?