From IRIS
Added on February 2018 in Join an RIA
0 visitor like this article | Viewed 4629 times | 0 comment
Summary: When considering how to build a business that attracts and retains millennial employees, people often focus on flexible work hours, virtual office days and other tangible employee benefits.
From Financial Planning
Added on February 2018 in Join an RIA
0 visitor like this article | Viewed 4680 times | 0 comment
Summary: Video What this breakaway advisor learned by going indie
From InvestmentNews
0 visitor like this article | Viewed 4008 times | 0 comment
Summary:In 2015, InvestmentNews listed smartphone apps advisers use in their business. Some of them remain popular today, like Evernote, Expensify and Slack, but three years is an eternity online. We decided to reach out to advisers and find out which apps they are using in 2018 to run their business more efficiently.
From Barron's Advisor Center
0 visitor like this article | Viewed 4365 times | 0 comment
Summary: As an advisor, you make sure to know when your clients plan to retire. But they don’t ask when you are going to retire. Instead, like our patriarch, they assume. The fact is, our advisor client has no intention of retiring anytime soon.
From WealthManagement.com
Added on February 2018 in Join an RIA
0 visitor like this article | Viewed 4747 times | 0 comment
Summary: In the moments when we need to make a critical decision that could alter everything, the “what if” scenarios rise to the surface, only to stop us dead in our tracks. Then one of two things happens: You make a decision and move boldly on with your life, or fear takes hold.
