From Forbes
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Summary: One of the biggest challenges many of us face is managing our technology. This can be trickier for women who tend to be taskmasters and caregivers, handling things like doctor’s appointments, elder care, the school play, high school admissions, and travel arrangements. Technology makes this kind of work easier to do (especially during a lunch break), but then we fail to do other things like connect with colleagues and clients, take a walk, or even eat. Then — poof —break time is gone.
From InvestmentNews
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Summary: Securities rules require robo-advisers to act as fiduciaries in providing investment advice to clients, but a new research paper calls into question whether regulators have the necessary tools to monitor these platforms to see if they really are providing advice in clients' best interests.
From LinkedIn Pulse
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Summary: Are you looking to add great talent to your team? Well, if you will need someone in the next six months, the time to start your search is NOW!
From On Wall Street
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Summary: Most people would love to have a calling, and the financial planning profession readily fits the bill for many. Advisers have an opportunity to make a significant difference in clients' lives and this can be emotionally rewarding. Financial services firms that focus on actually helping people while making a decent profit can create an incredible work culture . Yet in recent years, there has been a large cadre of advisers leaving the wirehouse and broker-dealer world and going to independent RIAs.
From Cruz Consulting Group
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Summary: If advisory firms can tackle career development problems before they start, they’ll also solve their succession challenges by developing the next generation of leaders.
