From Financial Advisor IQ
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Summary: Pay for financial advisors may start out slow, but it picks up steam, to make it — at the height of one’s career — among the most lucrative jobs in the financial-service industry, says InvestmentNews.
From Financial Planning
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Summary: Recruiting a wirehouse advisor can be well worth the effort for growth-minded RIA firms -- but it's not easy, it takes time and you should expect a lot of false starts.
That's the message from Neal Simon, founder and chief executive of Highline Wealth Management, whose firm was the subject of a new case study for think tank and study group aRIA.
From SEI Advisor Network
Added on March 2014 in Join an RIA
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Summary: John Anderson, creator and lead author of Practically Speaking blog and Managing Director of Practice Management Solutions for the SEI Advisor Network shares tips for those starting out their career.
From InvestmentNews
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Summary:With so many advisers contemplating retirement, the chatter about succession options has become constant. Forget valuations, terms of the deal and buy/sell agreements. Far before you get to that point, you need to anticipate what the future business could and should look like. Do you want the firm to continue without you (internal succession), or do you want to sell your business to another firm (external succession)? Each approach has its pros and cons.
From InvestmentNews
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Summary: A few years ago, my firm invited some of our “A” clients to participate in a focus group. The objective was to determine whether we were delivering the proper solutions for them and their families. There was one aspect that these clients thought was unique, and we received rave reviews for it.
