From InvestmentNews
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Summary: Advisers who are going independent need to keep a long-term vision for their practices in mind, and not just select technology based on price, Eric Clarke, CEO of Orion Advisor Services.
From Advisor Perpectives
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Summary: Over the last several years the advisory industry has trended away from valuing financial expertise in order to put the emphasis on the relational or human side of investing. This makes sense but we have moved too far in the opposite direction. It’s in everyone’s best interest to start valuing the expertise it takes to craft a well-allocated portfolio and to ensure that portfolio is keeping up with client goals and market movements.
From Wall Street Jornal Online
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Summary: [PODCAST] Vanguard founder and investing legend Jack Bogle gives expert advice for folks looking to retire soon. Plus, key investing tips for millennials and insight on how to stay the course despite constant market uncertainty.
From Financial Advisor
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Summary: Many advisers are fond of saying that they expect to die at their desks. When such a plan isn't paired with a fully realized succession strategy, Tim Chase, a CFP and co-founder, partner and chief executive of WMS Partners, isn't amused
From Cruz Consulting Group
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Summary: In an increasingly competitive job market, firms that link internship programs into their recruitment strategy are well-positioned to compete for the best talent graduating from universities and colleges.
