From InvestmentNews
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Summary: For female financial advisers, it seems that one of the biggest hurdles to running a successful and fulfilling business is knowing when to offload some work to other parties. A panel of female financial advisers met at InvestmentNews' Women Adviser Summit in New York on Tuesday morning to discuss the business and emotional benefits of outsourcing organizational duties to a trusted third party.
From Think Advisor
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Summary: The average age of financial advisors creeps higher each year, approaching the traditional age of retirement. A growing chorus of voices have warned of the looming onslaught of advisors retiring, the lack of young talent to take over their firms, and thus a wave of advisory firms that will come up for sale resulting in a competitive buyer’s market that will make advisors regret having waited to sel
From InvestmentNews
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Summary: Most independent advisers spend almost half of their working hours on non-client-facing projects, such as office administration and management, investment research and asset management, and professional development. In other words, advisers dedicate barely half of their time to serving clients!
From InvestmentNews
Added on October 2014 in Join an RIA
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Summary: With the financial crisis fading further into the background, advisers are once again looking for the ability to own equity in their firms, this time at independents.
From InvestmentNews
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Summary: 2013 was another period of sky-high revenue and AUM growth and strong profit margins at advisory firms, according to the InvestmentNews 2014 Financial Performance of Advisory Firms. More and more, the modern advisory firm is looking like a business rather than the small practice of the past. That maturation process has been accompanied by an evolution in the way firms monitor and sustain their success.
