From WealthManagement.com
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Summary: Recruiting deals have taken a big hit, dropping to levels we haven’t seen in years. So advisors who are considering a move are left with an uncomfortable decision: Do I stay and wait out the storm or leave now?
From InvestmentNews
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Summary: Registered investment advisers and broker-dealers are taking the Department of Labor's decision to decline another round of delays for the fiduciary rule in stride.
From Cruz Consulting Group
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Summary: Some call them millennials, others call them Gen Y. Some even call them echo boomers, because their parents are part of the baby boom generation.
From Diamond Consultants
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Summary: After months of performing thorough due diligence, you’ve finally decided to pull the trigger and make a move. You may even have a start date on the calendar. Now what?
From Barron's Advisor Center
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Summary: When talking with advisors about adding or replacing software, I’m surprised at the criteria they provide during the initial discussions.