From Financial Planning
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Summary: That was the sobering message delivered by Matt Brinker, United Capital's chief business development officer, speaking at SourceMedia’s In|Vest conference in New York. Brinker pointed to other industries seemingly at the top of their game that fell victim to disruption from innovators in their markets.
From ThinkAdvisor
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Summary: Professions advance when dedicated professionals lead the way. For more than 30 years, the Certified Financial Planner Board of Standards has relied on trusted leaders to advance the financial planning profession.
From WealthManagement.com
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Summary: A succession crisis looms over our industry like a wall of bricks falling in slow motion. After years of reports beating the drum about our graying industry, there are still too many advisors who have no idea what will happen to their firms after they retire.
From Barron's Advisor Center
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Summary: If you’re following baseball this summer, you’re likely to hear talk about exit velocity. That’s the measurement of a baseball’s speed as it comes off the bat, right after the batter makes contact. Attaining a higher than average exit velocity is a primary goal for batters because heavy hitters have a better chance of reaching base.
From WealthManagement.com
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Summary: The freedom to design your own future doesn’t have to be a dream. As an independent Registered Investment Advisor (RIA), you can build your vision and serve clients—your way. You just need someone to help you get there. That’s why Schwab Advisor Services™ brought together more than 30 years of industry-leading expertise and insight in The RIA Roadmap. This guide will help to explain the key steps to take to start your journey to independence.
