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    5 Advantages Women Financial Advisors May Have Over Their Male Counterparts

    Author: Jennae Backo

    5 Advantages Women Financial Advisors May Have Over Their Male Counterparts

    Posted on Jan 10, 2022 by Marsha Posset

    In a time where social equality is consistently making headlines, the wealth management industry still has a way to grow when it comes to women financial advisors. At best, statistics …

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    Did the Scrooge Determine Your Compensation?

    Posted on Dec 6, 2021 by By Daniel Dingus, CFP®, AIF®, MBA

    Ebenenzer Scrooge, the cold-hearted miser of the Charles Dickens novella, “A Christmas Carol”, is making his way through the halls of investment firms everywhere, with his signature phrase “Bah! Humbug!” …

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    Weighing the Options of Upfront Money. Are You Truly Independent?

    Posted on Oct 24, 2021 by Greg Pond

    If you are an advisor considering a change in affiliation, you have likely observed the efforts some firms are making to attract talent. One such effort involves offering significant upfront …

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    Starting Your Own RIA

    Posted on Oct 5, 2021 by Robert Fragasso

    Deciding to start your own RIA is a massive step to solidifying your career as a financial advisor and becoming independent. Though exciting, it can feel daunting. Of course, there …

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    How Breakaway Advisors are Advancing with New Technologies

    Posted on Sep 6, 2021 by Greg Pond

    Thanks to new technologies, financial advisors have more opportunities now than they once did. Like most industries, financial advisors and their clients have adopted virtual business practices over the past …

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    Financial Advisors are Recognizing Their Autonomy is Worth the Effort

    Posted on Aug 2, 2021 by Greg Pond

    There are many advantages to being the boss. No matter if you are just beginning in your journey as an entrepreneur or you are looking to grow your existing practice. …

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    financial advisor sitting at desk

    What is a Breakaway Advisor?

    Posted on Jul 13, 2021 by Greg Pond

    If you are a financial advisor who has been considering starting an independent practice, you may have encountered the term breakaway advisor. Referred to as breakaways or transitioning advisors, a …

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    cyber-criminal hacking

    Don’t Neglect Your Cyber Health

    Posted on Feb 26, 2021 by Nicole Starzynski

    During the pandemic, cybercriminals have seized the opportunity to take advantage of these vulnerable and emotional situations. In fact, during the first half of 2020 the United States saw an …

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    Woman wearing a mask on a computer.

    5 Financial Lessons from the Covid-19 Pandemic

    Posted on Nov 3, 2020 by Daniel Dingus

    The Covid-19 pandemic taught us plenty about how quickly our daily lives and social interaction can change. While much has been written and we are adapting to these changes, there …

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    Financial Advisor looking at the current challenges.

    Don’t Ignore the Signs: A Foresight into Economic Recovery

    Posted on Sep 23, 2020 by Robert Fragasso

    We receive questions regarding economic and market risks going forward and the following thoughts are offered. No one can see the future, but the past is the best guide that …

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    Investment Advice offered by Investment Advisor Representatives through Fragasso Financial Advisors, a registered investment advisor. Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Fragasso Financial Advisors and Private Client Services are unaffiliated entities. Fragasso Financial Advisors is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Fragasso Financial Advisors maintains clients. Fragasso Financial Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Please consult with Fragasso Financial Advisors for further clarification of state registrations.

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