Knowledge and Insight
Take advantage of the wealth of information in the Knowledge and Insight Digest. Read curated and organized industry articles.
All Articles
Look beyond financial planning schools to find the next superstar
From InvestmentNews
Added on April 2014 in Manage Your Practice
1 visitor like this article | Viewed 4259 times | 0 comment
Summary: Advisory firms committed to hiring the next generation of financial advisers aren't limiting themselves to the narrow pool of financial planning degree candidates. ClearPath Capital Partners, which recently hired five soon-to-be college graduates, talks to anyone who is curious about the industry. One hire last year was a philosophy major who speaks Portuguese, Spanish and English. Two new hires are earning degrees in economics.
Is the CFP Board Losing Credibility in the Eyes of Advisors?
From wealthmanagement.com
Added on April 2014 in Form an RIA
1 visitor like this article | Viewed 4724 times | 0 comment
Summary: While most Certified Financial Planning professionals still respect the spirit and intent of the CFP designation, many believe it is losing its appeal and value in light of recent scandals involving the CFP Board, the certifying and standards-setting organization for Certified Financial Planners.
Expert Resources: Who Should Be on Your A-List?
From Financial Planning
Added on April 2014 in Manage Your Practice
1 visitor like this article | Viewed 4245 times | 0 comment
Summary: Back when I was starting out as an advisor, my goal was to be an expert in all areas of finance: investments, accounting, estate planning - you name it. I wanted to be the one person my clients would need. Around that time, I met a hugely respected CPA. I'll never forget walking into his office and seeing a giant stack of accounting books and journals on his desk. "That's the reading material that I need to catch up on to stay current," he sighed. That sentence quickly changed my plans: Instead of trying to be the expert in all things, I decided to work with a team of expert professionals who could help me bring the right expertise to my clients.
Opportunity knocking as clients continue diversifying financial advice: Cerulli
From InvestmentNews
Added on April 2014 in Thought Leadership
1 visitor like this article | Viewed 3637 times | 0 comment
Summary: The turbulence of the Great Recession has prompted investors to seek financial advice from more than one professional, opening up opportunities for advisers, according to a new report by Cerulli Associates. Nearly 40% of investors express an increased need for financial advice, prompting the typical investor to build relationships with multiple financial advisers, according to the report.
My Move: Credit Suisse to Independence
From Financial Advisor IQ
Added on April 2014 in Join an RIA
1 visitor like this article | Viewed 4523 times | 0 comment
Summary: Financial advisor Hal Lambert left Credit Suisse in October to launch Point Bridge Capital, an RIA with offices in Dallas and Fort Worth, Texas. He and his business partner, Jeff Wildin, had been with Credit Suisse since 2005; before that, they spent more than six years at J.P. Morgan. Point Bridge Capital manages over $200 million. The firm uses Pershing as its main custodian and the Dynasty Financial Partners investment platform.
