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Do Women Make Better Business Partners?

From IRIS
Added on November 2015 in Thought Leadership
1 visitor like this article | Viewed 3571 times | 0 comment

Summary: Very possibly, yes. While there is little direct study on gender differences among business partners, some of the research on workplace teams may have interesting implications when it comes to how gender plays out in business partnerships.

Solo adviser or ensemble practice?

From InvestmentNews
Added on November 2015 in Form an RIA
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Summary: Solo advisers make up over half the industry — and are likely here to stay. Still, their ranks are shrinking while those at ensemble firms grow. Why? For one, it's difficult to start out as a solo adviser in today's industry. Next-Gen advisers, especially, see value in joining a firm that offers professional development, established procedures and protocols, and a known brand among clients and prospects.

10 Ways RIAs Can Recruit and Retain Top Talent

From Think Advisor
Added on November 2015 in Plan for the Future
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Summary: Many owners of RIAs are nearing retirement, and they have not done enough to plan for the future of their businesses, the Alliance for Registered Investment Advisors reported in a new white paper released this week..

Advisers using the wrong words on websites to attract new clients

From InvestmentNews
Added on November 2015 in Manage Your Practice
1 visitor like this article | Viewed 4051 times | 0 comment

Summary: Most financial advisers are sending out the wrong message in communications with clients and prospects, and that may be preventing them from getting the attention they deserve.

Why Advisory Firms Need an Employee Ownership Plan

From Financial Planning
Added on November 2015 in Plan for the Future
1 visitor like this article | Viewed 4005 times | 0 comment

Summary: Financial advisory principals who want to drive growth, increase the value of their equity and keep their best employees can’t afford to ignore an employee ownership plan, advocates say.

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