From InvestmentNews
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Summary: Google “New York wealth adviser” and David Edwards' Heron Financial Group is one of the first firms to pop up, due in part to his early and dedicated approach to social media.
From WealthManagement.com
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Summary: In their new book, The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life, released this week, top advisors Ron Carson and Scott Ford share their disciplines and career successes to help business owners achieve a better work-life balance. But the book also takes shots at the advisory industry, calling for increased transparency, more responsible profit margins, fewer shortcuts in planning and better communication with clients.
From Finacial Planning
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Summary: The proliferation of social media websites and search engines have made it possible for niche financial advisors to succeed like never before, simply by creating content that demonstrates their expertise and allows prospects to find them. Yet this strategy works only if an advisor actually creates the content.
From IRIS
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Summary: Many so-called experts are giving their 2016 predictions. Brace yourself for volatility – be prepared for a downturn – and so on – all focused on the short-term. However two financial gurus, Larry Fink and Warren Buffett, are long-term thinkers (read the interview with BlackRock CEO Larry Fink in HBR November 2015). Fink is “on a crusade against short-term thinking” which he refers to as short-termism.
From Financial Advisor
Added on January 2016 in M&A Issues
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Summary: So-called advisor “mega teams” with more than $500 million in assets under management are in the best position to acquire a book of business from another advisor, according to analysis from Cerulli Associates, the Boston-based global analytics firm.
