From Financial Planning
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Summary: [Slideshow] While advisors have their hands full working with their baby boomer clients, they may need to shift their focus to younger clients sooner than they planned.
From WealthManagement.com
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Summary: When it comes to websites, first impressions matter. What’s the snap judgment someone makes when visiting your site? Are you seen as current and polished? Or outdated and not really trying? Our data shows that 95 percent of prospective clients will research you online at some point in their decision-making process. Your website (and LinkedIn profile) will be at the top of that Google search. Here are five current trends to ensure that the impression you make is positive and lasting.
From ThinkAdvisor
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Summary: Why does the financial planning profession have so few black and Latino planners, far less than their representation in the general U.S. population, when it should have more minority planners to serve an increasingly diverse consumer population? Of the 80,000 CFP-licensed professionals, just 3.5% are black or Latino.
From InvestmentNews
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Summary: Less than a year after starting her financial planning practice in Oklahoma City in 2015, Amy Hubble was faced with a dilemma. She had been accepted to the University of Georgia to work on her doctorate in financial planning and consumer economics. But the school was 1,000 miles away, and if she decided to pursue her Ph.D., she would have to move. But that would mean giving up her practice and abandoning her clients just as she was getting started.
From FA Magazine
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Summary: Cerulli Associates expects another transition of assets and influence, of younger financial advisors succeeding baby boomers across the industry. The financial services research firm estimates that 35.5% of the industry, more than 110,000 advisors, will retire within the next 10 years.
