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Summary: In recent years, there has been an increasing focus on succession planning, and an explosion in the number of consultants providing advice on merger and acquisition deals, and metrics about the deals themselves. Yet thus far, almost all of the guidance and "best practices" offered regarding succession planning focus almost exclusively on the veteran planner who is selling the business, and doesn't necessarily consider the buyer's perspective.
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Summary: Dwight Mikulis, Steve Janachowski and Marty Bicknell reveal their contrasting hiring styles and why chief operating officer is the job du jour in the RIA industry.
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Summary: Despite the past two decades of employer efforts to improve gender diversity and equality in the workplace, women remain underrepresented at most levels in the workforce and are not progressing in their careers.
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Summary: Teaming up with a younger partner is often a smart move for a financial adviser. Sometimes it’s the only move. Barry Krane found himself feeling that way when one of his six children was diagnosed five years ago with Ewing’s Sarcoma, a rare bone cancer.
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Summary: For years now, it’s been getting more difficult and expensive to find and train good advisor professionals. At our firm, we see this as a consequence of an industry growing up — as the industry matures, it becomes more challenging to find, train and retain the right people
