From Financial Planning
1 visitor like this article | Viewed 3803 times | 0 comment
Summary: Americans need financial advice—and more of it — whether they are baby boomers looking to retire, or millennials just starting out in their careers. The use of financial advisors has risen significantly in the last five years from 28 percent in 2010, to 40 percent in 2015, according to a survey by Certified Financial Planner Board of Standards.
From Financial Planning
Added on November 2015 in Join an RIA
1 visitor like this article | Viewed 4595 times | 0 comment
Summary: For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios. Click through to see 60 leading programs listed alphabetically, or click here for a single-page version of the list.
From Financial Planning
1 visitor like this article | Viewed 4356 times | 0 comment
Summary: The average age of CFPs fell below 50 this year – the first time in nearly a decade –offering hope that an industry dominated by aging advisors might be finally tilting towards a younger generation.
From Financial Planning
Added on November 2015 in Join an RIA
1 visitor like this article | Viewed 4853 times | 0 comment
Summary: Given how they marry intimacy to scale, perhaps it is no surprise that in recent years, large regional advisory hubs known as offices of supervisory jurisdiction have proven increasingly popular.
From IRIS
1 visitor like this article | Viewed 3732 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.
