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.
From Financial Planning
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Summary: Advisers snapped to attention when Secretary of Labor Alexander Acosta said in a surprise commentary in The Wall Street Journal that the Department of Labor would not further delay the first stage of the fiduciary rule's implementation. The Labor Department did back off some of the compliance requirements for the rest of this year, however, and said it plans to collect more information. What does this mean for advisers and other wealth management specialists? Scroll through to see 10 things you need to know right now about the fiduciary rule.
From InvestmentNews
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Summary: The increasing cost and complexity needed to operate as a financial adviser in today's environment is creating a market ripe for mergers and acquisitions.
From ThinkAdvisor
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Summary: If we find ourselves in a firm that does not allow flexibility to pursue our passions in different ways, there is a high likelihood that we will not stay there long. The key to achieving high job satisfaction is to figure out what will bring you joy on a daily basis and how you can incorporate that into your job.
