From Wealth Management
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Summary: For decades, the wealth management industry revolved around a single core function: investment management. Advisors built their value proposition around asset allocation, security selection and portfolio rebalancing. However, today’s high-net-worth and ultra-high-net-worth investors expect more than investment expertise. They demand a comprehensive wealth management experience that integrates financial planning, tax efficiency, estate strategies and retirement income solutions.
From InvestmentNews
Added on March 2025 in M&A Issues
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Summary: Back in January of this year when stocks were charging upwards and the sky seemed the limit, hiring expectations in the financial services industry remained, well, sky high. But what about now? Has the employment outlook changed at all since the market’s March reversal? Wall Street job hoppers - and seekers - need to know.
From ThinkAdvisor
Added on March 2025 in M&A Issues
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Summary: Shelby Nicholl, an independent consultant working with financial advisors and wealth planners aiming to change firms, suggests several questions they should ask themselves when considering a switch.
From ThinkAdvisor
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Summary: Financial advisors who use Monte Carlo simulations to develop retirement income plans must be careful with the language they use to present such plans, as the same financial plan can feel very different to clients based on its framing.
From Advisor Perspectives
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Summary: The short answer to your direct question is that you certainly could tell people to leave you alone. If you aren’t angry right now, it might be sending the wrong message. I assume from the way you describe them coming in often to share ideas that you have, heretofore, operated with a bit of an open-door policy and an open attitude.
