From Harvard Business Review
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Summary: The night before a conference where I was scheduled to speak, I found myself in a crowded bar just south of Greenwich Village. The organizers had arranged a VIP reception, and — having just moved to New York — I figured I should attend. Indeed, I had good conversations with four interesting people whom I’ll probably keep in touch with. But when I walked out the door an hour later, I was thrilled with my revelation: I’m never doing that again.
From Think Advisor
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Summary: All investors are looking for the ‘Perfect Advisor,’ but for some reason, many never find them. It’s no wonder, if even some of what I’ve heard investors want in their ‘perfect advisor’ is true! Allow me to elaborate.
From CNBC
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Summary: Managing personal finances and preparing for retirement isn't easy for anyone, but the challenges are particularly difficult for women. The latest results of an annual survey of financial literacy and wellness showed that women continue to feel less confident than men about their ability to manage their cash flow and debt, allocate their investments and prepare for their retirement.
From Financial Advisor IQ
Added on August 2014 in Form an RIA
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Summary: In Bob Veres’ latest column in Financial Planning, he says any move to force brokerage representatives to adopt the strict client-first standard of RIA advisors risks getting crushed or watered down by brokerage-backed lobbyists.
From Wall Street Journal Online
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Summary: Advisers work hard to get their clients and professional contacts to recommend their services to others. They sometimes don't focus enough on another key source of referrals: their staff. Not just junior advisers but administrative assistants and operational staff all can play an important role in identifying and developing new leads. To get them really involved, "firms should create a referral culture," says Jylanne Dunne, senior vice president of practice management at Fidelity Investments in Boston.
