From WealthManagement.com
Added on April 2018 in Form an RIA
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Summary: Robert Karn wants to beef up his administration staff with a detailed-obsessed hire who really loves paperwork and has a Series 7. But, he’s not finding any qualified takers.
From Financial Planning
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Summary: While all advisory firms have to come to grips with succession planning, smaller RIAs are especially vulnerable to taking a big financial hit if they don't have a strategy in place for the loss of a principal.
From IRIS
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Summary: Stories abound about people over 50 losing jobs and being forced to reinvent themselves, sometimes with very happy endings. But what about those who are fortunate enough to have jobs, but don’t love — or even like — their work anymore?
From RIA Match
Added on April 2018 in M&A Issues
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Summary: [Webinar] Deciding whether and when to sell is a painfully poignant and often existential decision for many RIA principals.
From OnWallStreet
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Summary: Two-thirds of executives in the wealth management, asset management and fintech industries continue to "lack a fundamental understanding of how to attract the next generation of employees," according to an annual survey of top executives by Kathy Freeman Company, a California-based executive search firm.
