From IRIS
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Summary: In this post, we will clarify the subtle but vastly important differences between succession planning and Exit Planning. Clarifying the meanings behind these concepts will allow you and your clients to examine and successfully implement The Seven Step Exit Planning Process™, which is critical to assure that your clients exit their businesses smoothly and successfully.
From ThinkAdvisor
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Summary: Behavioral finance authority Meir Statman caused something of a stir with his award-winning book, “What Investors Really Want,” published in 2010.Now, in an interview with ThinkAdvisor, the professor reveals an exclusive peek at his next book, “Finance for Normal People,” due in April from Oxford University Press.
From Company Acheivements
Added on November 2016 in Form an RIA
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Summary: Here are ten reasons why you may NOT want to start your own business. If you are still charged up to become an entrepreneur after reading this list, you may just have what it takes to succeed.
From Financial Planning
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Summary: The industry is evolving, and advisers need to move away from the kind of ad-hoc career development that has defined the business in the past. This has meant that employees’ jobs have just morphed as firms grow, without any systematic management changes or guidance.
From Barron's
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Summuary: To any advisor dismissing or ignoring the millennial generation, a few words of insight: you are making a mistake. The largest generation in U.S. history, born between 1980 and 2000, numbers 90 million. Many millennials are still too young to have amassed significant savings, but by 2020, they will have $7 trillion in liquid assets, according to Wealthfront, and they are in line to inherit another $41 trillion from their parents and grandparents. A giant wave is coming at the advisory industry; you can either ride it, or be swept away.
