From InvestmentNews
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Summary: New research from InvestmentNews and TD Ameritrade Institutional shows that an increasing number of firms are looking to add NextGen advisers in 2016 – and that there is a significant short-term impact when firms bring NextGen talent into their organizations. Most notably, firms that have NextGen advisers appear to be growing faster than firms that do not - and are ultimately more successful in increasing revenues and improving profitability.
From IRIS
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Summmary: As a young hockey player growing up, we all wanted to be our best. We defined the best at that time as the “Great One” Wayne Gretzky. As we studied and watched Wayne weave his magic, we realized that he plays a different style of game, which is not for everyone. Wayne and his team had an offensively aggressive style of play that worked well for them and led them to 5 Stanley Cups.
From InvestmentNews
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Summary: Volatility in the markets and the nervousness it can spark makes it a great time for financial advisers to rethink how they can create awesome service experiences for clients.
From Investment Advisor
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Summary: Two hundred and forty years ago this July, Thomas Jefferson wrote that America was declaring independence in the belief that basic human rights include “Life, Liberty and the pursuit of Happiness.”
From Financial Plannning
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Summary: You have probably used the word “teamwork” when communicating how to get things done efficiently and effectively in your practice. But do you know how RIA firms actually go about creating high-performance teams?
