NEWS

YDF’s Blog

Vance on ETF.com: The Slings & Arrows Facing Advisors

Vance on ETF.com: The Slings & Arrows Facing Advisors

First and foremost, financial advisors run businesses based on relationships that are a mix of professional advice and personal attention. Face-to-face meetings are crucial for both advisor and client in forming a trusting and long-lasting relationship. That’s the...

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Good News, Grit, & Gratitude

Good News, Grit, & Gratitude

This is a special note to clients, family, and friends, which are not mutually exclusive. Our lives have changed dramatically. In one month, we went from a U.S. stock market at an all-time high, record low unemployment, and packed social gatherings, to this. The event...

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Succession Link and Chalice Network BooST Keynote on M&A

Succession Link and Chalice Network BooST Keynote on M&A

Industry experts highlight trends and provide key insight during the BooST keynote on financial services M&A. Are you a financial advisor interested in succession planning? Have you asked, "How do I sell my financial planning practice?" Looking to learn more about...

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