From RIABiz
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Summary: Three advisors shared their strategies to take advantage of opportunities for growth within their firms.They attributed much of their success to taking risks and trying something new, even if it wasn’t popularat the time. One strategy was taking advantage of the opportunity to assist in forming non-profit retirement plans. Another advisor worked specifically with high-yield bonds
From InvestmentNews
Added on October 2013 in Join an RIA
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Summary: InvestmentNews will be following six recent graduates as they join the financial planning business. In several updates throughout the year, there will be updates on what they will be doing at their jobs, what their expectations are, and if they will be able to develop the types of skills they will need for the future.
From Advisor Perspectives
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Summary: Succession planning has moved to the top of the practice management priority list for tens of thousands of advisory firms. As the average age of founder/advisors creeps ever closer to traditional retirement age, the profession is asking itself a lot of hard questions about how to keep these businesses alive – and take care of clients – after the founder retires.
From Advisor Perspectives
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Summary: The article reviews the important questions for succession and growth. Ask the right the questions of yourself and your potential partner or new hire. The right questions are as important as finding the right answers. Understand that people are not puzzle pieces and acknowledge that it is a relationship you seek to build. This will impact your approach. Thank you to Advisor Perspectives and Beverly Flaxington for inviting me as a guest columnist.
From Financial Planning Magazine
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Summary: “Fidelity...has introduced a program to help advisors create and formalize a succession plan.” These workshops include group and personal exercises as well as succession toolkits with worksheets and other resources to aid advisors in the creation and implementation of their succession plans.
