From Advisor Perspectives
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Summary: My team shuts their doors all day long. I’m a very social person and as leader of the firm I want to engage and have discussions about what’s working and what’s not. Even if I have impromptu meetings to discuss things, they will rarely participate unless directly asked for their opinion.
From ThinkAdvisor
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Summary: More than half of the financial advisors working today won’t be working full time 10 years from now, and more full-service broker-dealers will have retreated than independent BDs or RIAs. But after 15 years RIAs will be leading the departures, followed by IBDs.
From Finacial Planning
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Summary: It’s easy to put the blog at the bottom of the priority list. Is it really attracting new clients? How is it driving business? You might start to wonder if it’s worth all the effort.
From WealthManagement.com
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Summary: Despite their youthful appearance, Anders Jones and Patrick McKenna are Silicon Valley veterans: Degrees from Stanford, Wharton, and Georgetown appear on their resumes. After being on the team that sold a startup to Acxiom for $310 million, Jones was a founding partner at venture capital firm, Argyle Ventures. McKenna helped nurture a string of startups as both a co-founder and angel investor after an earlier stint at Morgan Stanley and in the U.S. Army.
From FA Magazine
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Summary: Every year, many owners (or partners) of advisory businesses, sometimes even founders, are asked to leave their firms for reasons ranging from underperformance to poor relationships or disastrous mistakes they have made.
