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Summary: Behind the scenes, they’ve been called ‘the dog and pony show,’ in addition to being called the VIP meeting they actually are. The home office visit is oftentimes the clincher that pulls an adviser seriously considering a move over the finish line.
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Summary: Broker-dealers’ office of supervisory jurisdictions are evolving in response to new competitors, technology innovations, recent regulation and continued industry consolidation, a new study shows.
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Summary: Beth Blecker, 62, wants to find a female advisor to join her 20-year-old financial planning firm and hopefully take her place when Blecker retires, ideally in about seven to eight years.
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Summary: Some advisors are already leveraging technology, or if they aren’t, know they should be. But you shouldn’t be jumping on the tech bandwagon just because everyone else is! First, it’s important to understand how technology sets you apart from other advisors. Technology increases your efficiency, creates opportunities, and enhances the service you provide your clients. Read on to see all the ways great technology can make you a better advisor.
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Summary: Thus far, 2016 has been marked by the kind of economic uncertainty that tests the nerves of even the most steadfast investors. And unstable markets are particularly difficult for people with erratic incomes — tech entrepreneurs, business owners, actors, and others who can’t rely on a steady paycheck or a consistent annual salary.
