From Harvard Busines Review
1 visitor like this article | Viewed 3602 times | 0 comment
Summary: Taxi services think inside a box. So did Blockbuster. So does Microsoft.But here’s the thing. Uber, Netflix, and Apple also think inside boxes. So do you. So do I.
From Think Advisor
1 visitor like this article | Viewed 4565 times | 0 comment
Summary: For successful, entrepreneurially minded wirehouse advisors, the allure of going independent is a powerful, magnetic force.But as more and more top producers opt to launch their own shops free from the dictates of big-bank employers, wirehouses are trying harder to retain them—and their client assets part-and-parcel.
From On Wall Street
1 visitor like this article | Viewed 4222 times | 0 comment
Summary: Financial advisors who are thinking about going independent have many issues to consider, from whether an independent environment is right for them, to what kind of independent model best fits their business and how it will affect their work/life balance.
From Nerds Eye View
1 visitor like this article | Viewed 4118 times | 0 comment
Summary: As June begins and the busy spring conference season comes to an end, it's time for the annual summer slowdown in the advisory business - when clients begin to travel and are harder to schedule for meetings, advisors themselves go on summer vacation with family, and there's a lot (or at least a little!) more time for relaxing and reading books.
From CNBC
1 visitor like this article | Viewed 4721 times | 0 comment
Summary: One of the more enduring outcomes of the financial crisis has been the migration of advisors and assets from the investment sales model of the Wall Street wirehouses to the fiduciary model of fee-only RIAs. A small but growing model, these financial professionals believe if an advisor offers product options to clients, even where appropriate, that advisor may be conflicted, regardless of disclosures
