From Investment Advisor
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Summary: Almost 10 years ago, I wrote about a serious issue for advisors that I humbly believed was not getting the attention it deserved: the lack of career paths for young advisors. In this article, I present for your consideration another major issue that the industry, and especially owner-advisors, must address or suffer the consequences: the lack of an integrated marketing approach to grow their firms in the 21st century.
From InvestmentNews
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Summary: Launching its own online advice platform, Charles Schwab & Co. Inc. is aiming to make low-cost, web-based advice even cheaper in the latest development in the quickly evolving business, but some industry watchers say it could rankle advisers who custody assets with the firm.
From Financial Planning
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Summary: Even with a succession plan in place, some executives may still have a difficult time giving up the reins.
From Business Insider
Added on October 2014 in Join an RIA
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Summary: The financial crisis did curious things to Wall Street. Firms were gone overnight, once-powerful CEOs were never heard from again, and a whole new regime of power reorganized itself from the chaos.
From wealthmanagement.com
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Summary: Richard Sawyer, founder and past president of Norton Financial Services, a firm based in the greater Portland, Maine area, had worked in the financial services industry for more than two decades when a brush with cancer made him start seriously thinking about his retirement.
