From On Wall Street
1 visitor like this article | Viewed 3919 times | 0 comment
Summary: Even if your retirement isn't near, it's important to have a plan. It's like writing a will; you don't really need it today, but when you do need it and you don't have one, things are not going to end up the way you want them to.
From Financial Advisor IQ
Added on September 2015 in M&A Issues
0 visitor like this article | Viewed 4454 times | 0 comment
Summary: Big fund firms like BlackRock and Fidelity are scurrying to get into the robo-advising game. But in a twist focused on creating closer ties between traditional financial advice-giving and investment management, one midsize wealth manager is merging its business with a pure-play asset manager.
From Nerd's Eye View
1 visitor like this article | Viewed 4987 times | 0 comment
Summary: New book, “Success and Succession” provides guidance on not only the key operational and financial issues faced in executing an internal succession plan and how to manage them, but the emotional challenges that will inevitably arise – for both the successor and the founder – which must be navigated to successfully complete a succession transition!
From Think Advisor
1 visitor like this article | Viewed 3728 times | 0 comment
Summary: A new study by Spectrem Group shows that 58% of high-net-worth investors have switched financial advisors within their lifetime, and 23% have done so within the past five years.
From Wall Street Journal
1 visitor like this article | Viewed 4097 times | 0 comment
Summary: Experienced advisers may have great expectations for the junior advisers they hire. They may hope that new associates will ease their workload, boost their firms’ assets and eventually become their successors.
