From InvestmentNews
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Summary: Before starting a job as a financial planning associate last month, Alesstrah Love, 27, worked as a scientist for a pharmaceutical company. She ran tests on new drugs in a laboratory, but found that the work didn't fit her personality.
From ThinkAdvisor
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Summary: It’s projected that there will be a $30 trillion wealth transfer in North America alone peaking between 2031 and 2045, when 10% of total wealth will transfer hands every five years, according to an 2015 Accenture study. With that in mind, OppenheimerFunds commissioned a two-year study, The Generations Project, to get a closer look at the differences between generations, in knowledge, investment product choices and what they expect from investment advisors. The results were released in mid-June.
From WealthManagement.com
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Summary: Partnership Resource co-founder Tanya Rapacz walks Michael Kitces through the ups and downs of a successful partnership, as well as how to write a "Partnership Constitution" that formally spells out for all partners how decisions will be made collectively.
From WealthManagement.com
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Summary: Fintech firms are poised to revolutionize the market. They attract new investors and woo veteran investors with lower fees and a more seamless client experience. And they’ve absolutely nailed new-client onboarding: Download an app. Enter an email. Create a password. Link a bank account. And you’re done.
From InvestmentNews
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Summary: As wealth managers consider a move to independence, they come to Pershing with questions about the economics of different business models. And rightfully so, because of all the issues advisers have to address in a transition, nothing comes close to the importance of deciding on the business model.
