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Summary: The IRS has recently opened the door to a new method for providing employment benefits in the form of student loan repayment assistance, offering small business owners a potentially powerful tool for attracting and retaining top-tier employees.
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Summary: Productivity is a blend of goals, activity and hard work. But not everyone has what it takes to be more productive.
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Summary: With the average age of a financial advisor over 50 and nearly 1/3rd of all financial advisors projected to retire in the next 10 years, there is a rapidly rising demand for next-generation talent to replace them. And the demand is only further amplified by the ongoing shift of the advisory industry from commission-based compensation to (recurring) AUM fees, which for the first time make it viable for advisory firms to hire a deep bench of Support and Service advisors to retain existing clients without any need to be responsible (or successful) at finding their own new clients.
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Summary: The fact that they have a new home and continued financial advice is a testament to pre-planning, according to the principals in both firms.It also shows the importance of having a succession plan in place, even while firms are successful and the partners are healthy, and of revisiting that plan regularly.
