From InvestmentNews
1 visitor like this article | Viewed 4178 times | 0 comment
Summary: As another unusually active year comes to a rapid end, let's look forward to 2016 and imagine what the industry should anticipate in the year ahead.
From Wall Street Journal
1 visitor like this article | Viewed 4238 times | 0 comment
Summary: Despite many independent advisers’ desire to appoint an internal successor, many don’t have one lined up.A study released Thursday by Fidelity Investments found that 59% of advisory-firm executives prefer an internal succession but only 27% of firms have next-generation owners in place.
From LinkedIN Pulse
0 visitor like this article | Viewed 4654 times | 0 comment
Summary: This week, I was in the audience for the taping of an episode of the CBS comedy, “The Big Bang Theory”. Although we were only together about three hours, I was very surprised to see the audience area only seats about 200 people. When I’ve watched the show, I thought there was a much larger group of people behind all that laughter. In fact, we experienced first-hand six key lessons in team leadership drives a lot of that laughter, in addition to great writing and acting.
From InvestmentNews
1 visitor like this article | Viewed 3823 times | 0 comment
Summary: A mix of new books and old favorites satisfied advisers’ reading appetites in 2015. Here are industry reads and guilty pleasures that come highly recommended by your planner peers
From InvestmentNews
1 visitor like this article | Viewed 3680 times | 0 comment
Summary: INTV Video - should advisers be fearful of robo-advisers? A group of experts highlight the opportunities advisers have to take advantage of the rise of robo platforms to help innovate and evolve their own practices.
