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Summary: All firms, even smaller financial advisory firms, must make an effort to hire and promote people who reflect the greater community. Without a conscious effort to introduce new leadership views, we risk being close-minded to both needs and opportunities. We also deprive ourselves of the chance to be the employer of choice in our markets.
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Summary: The more challenging task is figuring out how to create a successful blog that people actually read and how to make an existing blog more efficient in terms of converting leads into sales.
Added on April 2016 in Form an RIA
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Summary: After years of anticipation, the Labor Department will release its fiduciary rule on Wednesday, sources confirmed Friday.
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Summary: It is very difficult to provide advice without the right technology. Interestingly enough, according to the most recent Financial Planning Technology Survey, approximately 25% of the respondents were not using financial planning software. And, in the prior year survey, almost a third were not using planning software. So why the disconnect?
Added on March 2016 in Join an RIA
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Summary: Now is the “golden age” for financial advisors, says Joseph Maugeri, a managing director at the Certified Financial Planner Board of Standards who’s charged with expanding the number of CFPs. Demand is growing as baby boomers prepare for retirement – about 10,000 retire every day – and others, including millennials, plan their futures while the supply of advisors is shrinking.
