From Financial Advisor IQ
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Summary: A financial-advice firm is only as good as its people — a fact that can add tremendous pressure to integrating a new hire into an existing team.With this in mind, we talked to a few advisors about their experiences looking for the right fit in a new employee. Their missteps and solutions offer strategies for how to build a capable team that supports growth and expansion.
From Iris
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Summary: Earlier this year, we surveyed over 1,000 registered investment adviser (RIA) firms about their technology usage, service offerings, and portfolio management styles, and then coupled the results with several different firm performance metrics.
From LinkedIN Pulse
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Summary: Last week, at Bob Veres' Insiders Forum in Phoenix, I attended a great presentation on succession planning by Pershing's Mark Tibergien and Gabe Garcia. They addressed the reluctance many advisers have to plan for and execute a succession strategy because they view it as an "ending" of their leadership.
From Think Advisor
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Summary: At first glance, it looks like financial advisors have it made. Demand is growing for their services while the supply of advisors is falling due to retirement. The Bureau of Labor Statistics forecast a 27% increase in financial advisor jobs through 2022 — more than twice the growth of employment overall.
From Nerd's Eye View
Added on October 2015 in Form an RIA
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Summary: The ‘popular’ view of the world of financial advisors these days is that we’re all in a collective race for size and economies of scale, because only the largest can survive and everyone else is doomed to a world of declining profit margins as the overhead costs of running an advisory firm grind their income down to nothing.
