From Financial Planning
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Summary: Wealth managers don’t have a choice of whether or not to innovate. Investors want and will eventually come to expect it. The future won’t be determined by robo-advisors, or even traditional wealth managers, but by the clients themselves.
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.
From InvestmentNews
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Summary: Andrea Eaton and the other two advisers at Cornerstone Wealth Advisors found themselves in a position in 2010 where they didn't need another adviser, but they needed someone who could take on some of the administrative and light client duties that were consuming too much of their time.
From LinkedIn Pulse
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Summary: According to our most recent RIA benchmarking study, a few obstacles abound for owners when it comes to realizing the value of their firms. The first is the lack of available and skilled talent to innovate and lead many of these businesses going forward – just 27 percent of firms we surveyed have next-gen owners in place.
From wealthmanagement.com
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Summary: As an entrepreneur and the CEO of your own firm, it is important to develop a detailed annual business plan. The benefits of business planning are twofold: a tangible plan helps your partners and employees focus on your annual goals, and it enables you to benchmark your firm’s progress.
