From Financial Planning
Added on January 2018 in Join an RIA
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Summary: With the number of CFP Board-approved planning programs growing across the country, prospective advisors have a longer list of choices than ever before. While there are many factors to consider when choosing a program, geography can be important. Advisors looking to hire young planners should take note of the planning programs in their area as well.
From WealthManagement.com
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Summary: Many financial advisors work with third-party service providers whose primary role is to help them run their businesses more efficiently in order to better serve clients. These providers must think critically about how they deploy marketing efforts to convey their maximum benefit to advisors. While there are well-established best practices for marketers in any industry, what may be popular or trending may not always be applicable to financial advisors. Successfully reaching advisors and reminding them of the benefits that a third-party provider can offer requires several key considerations.
From WealthManagement.com
Added on January 2018 in Form an RIA
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Summary: What drives a wirehouse advisor to make the leap to independence? And what happens once he gets there? Hear it first-hand in this interview with breakaway broker Matt Celenza.
From InvestmentNews
Added on January 2018 in M&A Issues
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Summary: Hanson McClain Advisors, tapping funds from Parthenon Capital Partners, its private equity partner, is merging with Simply Money Advisors, headed by Nathan Bachrach and Ed Finke.
From ThinkAdvisor
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Summary: What characteristics do clients value most in their financial advisors? Topping the list are soft skills — ironically, often routinely dismissed by advisors as nice-but-not-necessary. A Massachusetts Institute of Technology AgeLab study in 2015 revealed these findings, and they’ve never been more relevant than today, as John Diehl, senior vice president of strategic marketing, Hartford Funds, which sponsored the study, argues in an interview with ThinkAdvisor.
