Ex-Thrivent Exec Launches an RIA Roundtable

Published on September 11, 2024

Carolyn Armitage's member-based organization, RIA Circle, brings together advisors to share ideas and best practices.

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A Closer Look at Full-time and Part-time Employment

September 11, 2024
Let's take a close look at August's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.5% of total employed workers are full-time (35+ hours) and 17.5% of total employed workers are part-time (<35 hours).

How to Keep Female Clients After the Loss of a Spouse

September 11, 2024
Many advisors get fired by newly widowed clients. Here's how not to become a statistic.      Related StoriesHow Advisors Can Help Young Clients Who Lose a Spouse - EnclosureCommonwealth Partners With Legacy Capitals on HNW Advisor Training - EnclosureThe Acquirer's Big-Picture Checklist - Enclosure