From Think Advisor
1 visitor like this article | Viewed 2702 times | 0 comment
Summary: All firms, even smaller financial advisory firms, must make an effort to hire and promote people who reflect the greater community. Without a conscious effort to introduce new leadership views, we risk being close-minded to both needs and opportunities. We also deprive ourselves of the chance to be the employer of choice in our markets.
From IRIS
1 visitor like this article | Viewed 3483 times | 0 comment
Summary: The more challenging task is figuring out how to create a successful blog that people actually read and how to make an existing blog more efficient in terms of converting leads into sales.
From Finacial Planning
Added on April 2016 in Form an RIA
1 visitor like this article | Viewed 3335 times | 0 comment
Summary: After years of anticipation, the Labor Department will release its fiduciary rule on Wednesday, sources confirmed Friday.
From Financial Planning
1 visitor like this article | Viewed 3363 times | 0 comment
Summary: It is very difficult to provide advice without the right technology. Interestingly enough, according to the most recent Financial Planning Technology Survey, approximately 25% of the respondents were not using financial planning software. And, in the prior year survey, almost a third were not using planning software. So why the disconnect?
From Think Advisor
Added on March 2016 in Join an RIA
1 visitor like this article | Viewed 3738 times | 0 comment
Summary: Now is the “golden age” for financial advisors, says Joseph Maugeri, a managing director at the Certified Financial Planner Board of Standards who’s charged with expanding the number of CFPs. Demand is growing as baby boomers prepare for retirement – about 10,000 retire every day – and others, including millennials, plan their futures while the supply of advisors is shrinking.
