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Summary: Everybody’s talking about customer experience these days, but how many companies actually follow through to ensure that their customers are getting the best experience possible? And how are they doing that?
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Summary: Fueled by younger investors, women, and growing political support, investing based on social and environmental ideals is gaining momentum. Even if it doesn't quite feel like a mainstream concept yet, it's here and it's expanding rapidly.
Added on March 2016 in M&A Issues
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Summary: Advisors looking to build up their practices can make it happen in two ways: organically or by purchasing clients. Although growing organically is typically a cheaper way to secure business, it can take time and a lot of effort. It also involves marketing, which can sometimes be hit or miss.
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Summary: Compensation is a hot topic in the wealth management world these days. A week doesn’t go by without meeting an advisor who’s amending a company's plan or thinking about it.
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Summary: Succession is an issue for advisers and their clients nationwide at a time when the average age of registered investment advisers is estimated to be in the mid 50s, reports The Wall Street Journal. The problem is many independent advisers are the sole professionals in their firms and about 62% of those advisers don’t have a succession plan, according to Boston consulting firm Aite Group
