From InvestmentNews
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Summary: [Slideshow] As part of the aging pattern of the financial-advice profession, an estimated 37% of financial advisers plan to retire within the next 10 years.Click through to find out exactly how advisers are handling their succession plans.
From Financial Advisor
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Summary: Advisory firms with a lifestyle orientation can offer significant advantages over enterprise practices, according to a new study by SEI. Advantages for lifestyle firms include stronger cash flows, higher quality of standards and a more loyal clientele.
From Think Advisor
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Summary: It was a privilege to attend Pershing's INSITE 2017 conference in San Diego in mid-June. At the event, Pershing Advisor Solutions CEO Mark Tibergien did a great job interviewing Green Bay Packers quarterback Aaron Rodgers, who described how he works on self-improvement, team building and other life skills.
From InvestmentNews
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Summary: When it comes to succession planning, the financial advice industry is often painted with a broad brush as being woefully ill-prepared.The latest research from Cerulli Associates shows that of the roughly 118,000 advisers within 10 years of retirement, 44,000, or 37%, have no formal succession plan in place.
From OnWallStreet
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Summary: [SLIDESHOW] Private wealth grew by 4.5% in the U.S. in 2016, up from 2.0% in 2015, according to a new study by the Boston Consulting Group. That's good news for advisers looking to cater to well-heeled clients. Better yet, the study also indicates that that wealth is expected to grow even faster over the next few years.
