From InvestmentNews
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Summary: [Gallery] About 70% to 80% of business partnerships fail within five years. Tanya Rapacz, owner of the consulting firm The Partnership Resource, knows why firsthand. The former financial adviser saw the merger of her own firm with another fall apart after just two years because the partners weren’t compatible.
From WealthManagement.com
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Summary: Let me walk you through three simple elements, that if you pay attention, can position you to be perceived—if not the smartest person in the room, then one of the most successful—which one can argue are almost one and the same.
From InvestmentNews
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Summary: Almost half of Americans say the most difficult topic to discuss with others is personal finance; they would rather discuss death, politics or religion. This social taboo against talking openly and honestly with loved ones contributes to 50% of first marriages ending in divorce, 70% of families failing to successfully pass down wealth to future generations and 69% of parents feeling more comfortable talking with their teens about sex than investing.
From ThinkAdvisor
Added on November 2017 in Join an RIA
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Summary: If you’re an advisor looking to change firms or a newly minted advisor looking for his or her first job, you should check out this information.
From Financial Planning
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Summary: Even firms that believe they are too small to matter should think again. If a cyberattack happens at the firm's outsourced CRM partner, portfolio management vendor or custodian, and clients' personal information is compromised, where is client going to turn first to demand an explanation?
