From InvestmentNews
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Summary: 2014 is here and many of us are in full swing trying to form new habits and break old ones. As a business owner, entrepreneur and an official “Gen Y Planner, Beth Storjohann, founder of Workable Wealth, shares a few personal resolutions for the New Year to make 2014 a big year.
From Think Advisor
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Summary: Making the right hire, in the right way and at the right time is essential to retaining talent and increasing growth. This is especially true when it comes to adding associate wealth advisors to your team.
From wealthmanagement.com
Added on January 2014 in Form an RIA
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Summary: While Hispanic and African American adults say it’s in the best interest of financial advisory firms to hire more minority advisors, they are less concerned that their own personal advisor be the same ethnicity or race, according to a new survey by Edward Jones.
From InvestmentNews
Added on January 2014 in Form an RIA
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Summary: The growth of the RIA channel can be attributed primarily to the entrepreneurial spirit of financial advisers who decided they wanted to take on the risk/reward scenario of being a business owner in addition to becoming a financial adviser. Many advisers find the RIA model attractive, given the fiduciary construct, the ability to have control, the client experience and the fee-based orientation of the channel.
From wealthmanagement.com
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Summary:They don't care where you went to school or what certificates hang on your wall. But once you win them over, wealthy young clients may be your biggest advocates and your best customers.
