From Financial Planning
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Summary: Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients.
From ThinkAdvisor
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Summary: Have you ever noticed that products you buy repeatedly—paper towels, toothpaste, running shoes, etc.—often start out great, but over time, the high quality that you liked so much starts to decline? My theory is that businesses, especially big businesses, are under constant pressure to increase profitability; an easy way to do that is to reduce costs.
From FA Magazine
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Summary: Long-distance cycling has delivered many lessons that have contributed to me helping FAs run better businesses and live better lives.
From Financial Advisor IQ
Added on March 2017 in Form an RIA
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Summary: Financial advice firms resent getting slapped for the same infraction by several regulators, InvestmentNews writes. But the current state of affairs also means companies are less likely to settle, one attorney tells the publication.
From InvestmentNews
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Summary: A study of higher education faculty by Fidelity Investments found that while professors say they understand many fundamental financial concepts, they feel they need help in other areas, including understanding health care costs (34%) and choosing specific investments (32%).
