From WealthManagement.com
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Summary: [Whitepaper] Goals provide an important framework in which to work, and without clear, achievable objectives it’s hard to focus your efforts on actions that will help your business. These five steps can help you set the goals that will help you succeed.
From IRIS
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Summary: We recently released the 2018 High Growth Study: Accounting and Financial Services Edition, and it confirms what we had been hearing from our clients: a perfect storm of market conditions is hammering the industry and making it difficult to grow. In fact, the accounting and finance industry lags well behind all other professional services (see figure below).
From InvestmentNews
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Summary: [Gallary] Because hiring is not easy, and retaining good employees can be even more difficult, we tapped the insights of Caleb Brown, author of the new book "Successful Hiring for Financial Planners: The Human Capital Advantage."
From Barron's Advisor Center
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Summary: A year ago, I visited a financial advisory business where the older, more senior advisor was at odds with the younger, more junior advisors. The next generation was avoiding talking with the owner as he was always “grumpy” and seemed to show them no respect.
From Financial Planning
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Summary: WASHINGTON — Even as SEC examiners visit a larger swath of registered investment advisors, they are bringing fewer enforcement actions against them, commission officials say.
