From Financial Advisor IQ
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Summary: So many advisors find themselves at a tipping point when they question whether their current firm is still the right “fit” for their careers, clients and lives. This self-reflection can be a daunting exercise — often spurred by an excess of frustration over inefficient processes, cultural changes within the organization, or even concern over their own legacy.
From Financial Advisor IQ
Added on June 2015 in M&A Issues
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Summary: Evaluating and buying into a financial-advice practice calls for basics like proper accounting and getting a sense of the firm’s prospects over time, according to Nerd’s Eye View. But crucially, success in this realm also calls for having the guts to abandon deals that aren’t right in every last respect, the blog adds.
From wealthmanagement.com
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Summary: The financial services industry still has a woman problem, even as a new generation is entering the industry. According to a recent PricewaterhouseCoopers survey, half of millennial women felt that promotions in the financial services industry are biased toward men.
From Financial Advisor IQ
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Summary: Where does all the time go? For financial advisors who must divide their days between client meetings, following up with prospects, networking with peers, responding to e-mails and taking care of other crucial tasks, it can often feel as though there aren’t enough hours in the day.
From InvestmentNews
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Summary: HighTower Advisors, a hybrid advisory firm whose trajectory has been closely followed as a barometer for success of the independent model, made a presentation last week on taking the firm public, according to sources who requested anonymity because they did not have permission to speak publicly.
