From Financial Advisor IQ
Added on February 2017 in Join an RIA
0 visitor like this article | Viewed 4958 times | 0 comment
Summary: Kyle Kensing, CareerCast’s online content editor, tells CNBC. Some firms, including Betterment and Charles Schwab, have begun hiring more advisors to assist investors on their automated platforms in volatile markets, according to the news channel.
From IRIS
0 visitor like this article | Viewed 4472 times | 0 comment
Summary: Wikipedia tells us that, “Delegation is the assignment of authority and responsibility to another person to carry out specific activities. The person who delegated the work still remains accountable for the outcome of that work. Delegation is supposed to empower a subordinate to learn and to make decisions.”
From InvestmentNews
0 visitor like this article | Viewed 3567 times | 0 comment
Summary: Vanguard founder John Bogle said in a New York Times op-ed piece today that annulling the Department of Labor's fiduciary rule “would clearly be a setback for investors trying to prepare for retirement.”
From LinkedIn Pulse
Added on February 2017 in Join an RIA
0 visitor like this article | Viewed 4665 times | 0 comment
Summary: When working with firm owners I typically hear, “we don’t have people with the right skills for the demands of this business.” Conversely when I interview employees of advisory firms I hear, “this firm doesn’t take advantage of half of my skills that I have to offer."
From ThinkAdvisor
0 visitor like this article | Viewed 4858 times | 0 comment
Summary: Do you really believe that you provide value for your clients? Let me ask again from a different, more important perspective. Do you really believe that your clients believe you provide value?
