From Financial Planning
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Summary:So you want to hire young planning talent. It's a timely goal as the planning industry continues to struggle with a severe lack of qualified younger recruits, at the same time that many young planners complain they can't find work.
From Financial Planning
Added on October 2015 in M&A Issues
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Summary: Even how they marry intimacy to scale, perhaps it’s no surprise that, in recent years, large regional advisory hubs known as offices of supervisory jurisdiction have proven increasingly popular.
From Investment News
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Summary:Recently, I spoke with an experienced adviser who was frustrated that his clients often base important financial decisions on random articles or pieces of information they read online, rather than consult with him for advice. I reminded him that educating his clients is a necessary step in establishing a relationship of trust — a relationship where his clients turn to him for their greatest financial questions and decisions.
From CNBC
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Summary: The assets under management of RIAs and dually registered advisors (RIAs also registered as brokers) have grown from almost nothing in the mid-1980s to just under $2.8 trillion at the end of 2013, according to data from research firm Cerulli Associates. In the last five years, AUM growth has averaged 14.5 percent vs. 9.4 percent for the entire industry.
From FA Magazine
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Summary: Successful hiring requires a careful process. It’s almost an art form. When financial advisors tell me they’ve always had “bad luck” in hiring, I usually discover they’re hiring people with the wrong skills or attitude (causing the advisor to fire them) or they aren’t paying their employees properly, they aren’t treating them well or they are failing to give them opportunities to grow in their careers, any of which can cause employees to quit.
