From InvestmentNews
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Summary: It’s that time of the year again. With summer officially starting Monday, InvestmentNews has prepared a reading list for advisers comprising recommendations from some of your top peers. We asked for both professional and fun reads, with some insights into what makes these books so special.
From IRIS
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Summary: Robo-only advisors have recently been very successful at raising new capital and focusing their resources on winning over millennials. Therefore, we find it timely to discuss the client’s historical need of a financial adviser
From IRIS
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Summary: All of us who work with business owners have heard the excuses owners use to put off doing the things that they know they should do but just don’t see as pressing. Whether you are a CPA, attorney, financial advisor, valuation analyst or any other type of professional, you’ve made important and timely recommendations only to have owners agree in theory, but not in action.
From Financial Advisor
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Summary: Demographic shifts are creating the perfect storm in the advisory business: more financial planners are leaving the industry just as technological and regulatory changes are creating a need for a flexible, highly-skilled and diverse workforce. That’s created an opportunity for long-time professionals and those entering the industry more recently to form mentoring relationships with one another.
From WealthManagement.com
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Summary: Over the last two years in particular, we have witnessed a series of events that have been highly disruptive to a number of retail broker-dealers
