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Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year: #FASuccess Ep 488 With Joe Schmitz Jr.

Intense Life Desires May 5, 2026

Welcome everyone! Welcome to the 488th episode of the Financial Advisor Success Podcast! My guest...

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Berkshire Planner adds in-house investment platform

Intense Life Desires Sep 24, 2025

Gary Appleton, group CEO at Flying Colours Berkshire-based Financial Planning firm Flying Colours has launched...

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Wesleyan to launch new in-house platform

Intense Life Desires Jun 18, 2025

The platform is set to open to a pilot group of advisers this month. Financial...

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  • 34% of women investors say their advisor is condescending: Nationwide
  • AI Integration Drives Record Highs
  • Dow Jones Futures: Market Hits Highs On Iran Hopes; Nvidia, Tesla Lead 5 Trillion-Dollar Stocks Near Buy Points – Investor's Business Daily
  • Raymond James continues Commonwealth recruiting streak with $2.8B team
  • Case Study: Global Athletic Retailer Scales its B2B Resale Program Without Sacrificing Channel Control

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Expense Tracking

34% of women investors say their advisor is condescending: Nationwide

Stock Market

AI Integration Drives Record Highs

Stock Market

Dow Jones Futures: Market Hits Highs On Iran Hopes; Nvidia, Tesla Lead 5 Trillion-Dollar Stocks Near Buy Points – Investor's Business Daily

Expense Tracking

Raymond James continues Commonwealth recruiting streak with $2.8B team

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