From Finacial Planning
Added on August 2016 in Join an RIA
1 visitor like this article | Viewed 4293 times | 0 comment
Summary: Are you looking to hire new talent? Or are you a young person looking to start a career in financial planning? Look no further. FP's expanded list of financial planning programs zeroes in on CFP Board-registered degree-granting colleges and universities this year. Click through to view the first 25 schools on the list, organized alphabetically (A-L).
From FA Magazine
1 visitor like this article | Viewed 3805 times | 0 comment
Summary: As the financial advice industry continues to evolve at a rapidly increasing pace, the role of the CEO becomes even more critical. Yet, as a business coach, I often see advisory firms struggle with making the shift from being an advisor-led firm to one run by professional management.
From Wall Street Jornal Online
1 visitor like this article | Viewed 3339 times | 0 comment
Summary: Investment advisory firms, on average, had a 28.2% operating income margin last year, up a percentage point from the year before and six percentage points higher than 2011, according to a study released Friday by Charles Schwab
From InvestmentNews
Added on August 2016 in Form an RIA
1 visitor like this article | Viewed 4245 times | 0 comment
Summary: Ryon Beyer recalls spending a week of 17-hour days gathering information that Securities and Exchange Commission examiners wanted in preparation for a routine inspection at the first advisory firm he worked for 14 years ago.
From Financial Planning
0 visitor like this article | Viewed 3304 times | 0 comment
Summary: To get a sense of the financial risks that students and young graduates face when entering the workforce these days, consider that student debt ballooned to $1.35 trillion this year and shows no sign of abating, according to the Federal Reserve. Also, most Americans graduate from high school and college without financial literacy training.
