From WealthManagement
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Summary: Beth Blecker, 62, wants to find a female advisor to join her 20-year-old financial planning firm and hopefully take her place when Blecker retires, ideally in about seven to eight years.
From IRIS
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Summary: Some advisors are already leveraging technology, or if they aren’t, know they should be. But you shouldn’t be jumping on the tech bandwagon just because everyone else is! First, it’s important to understand how technology sets you apart from other advisors. Technology increases your efficiency, creates opportunities, and enhances the service you provide your clients. Read on to see all the ways great technology can make you a better advisor.
From Financial Advisor IQ
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Summary: Thus far, 2016 has been marked by the kind of economic uncertainty that tests the nerves of even the most steadfast investors. And unstable markets are particularly difficult for people with erratic incomes — tech entrepreneurs, business owners, actors, and others who can’t rely on a steady paycheck or a consistent annual salary.
From On Wall Street
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Summary: In recent months, there's been an upsurge of serious interest from traditional brokers in becoming RIAs – reversing a recent trend.
From Think Advisor
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Summary: The financial planning industry is counting on universities to produce young planners who will replace the older practitioners who are nearing retirement. The CFP Board of Standards, with the financial backing of TD Ameritrade, recently announced plans to encourage more academic research into topics central to financial planners, and to groom more academics to obtain advanced degrees and thus become the teachers of those undergraduate financial planning students.
