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Summary: Matthew Wong, lead analyst at CB Insights for financial technology, spoke at his firm’s The Future of Fintech 2018 gathering Wednesday. He touched on several data points the wealth management industry and financial advisors should keep top-of-mind when thinking about the future and engaging with a growing younger client base.
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Summary: It’s no secret that there’s a talent shortage in the independent advisory industry. And this shortage is hitting the smaller advisory firms harder than their larger counterparts.
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Summary: The full report brings together information on how you behave in the workplace and why to give you a powerful sense of your strengths and value to an organization. The assessments can improve your interactions with the people around you, and allow you to maximize your skills of communicating, decision making, and getting to agreement with others. The report will also help you understand how other people may be perceiving you.
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Summary: Before starting a job as a financial planning associate last month, Alesstrah Love, 27, worked as a scientist for a pharmaceutical company. She ran tests on new drugs in a laboratory, but found that the work didn't fit her personality.
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Summary: Partnership Resource co-founder Tanya Rapacz walks Michael Kitces through the ups and downs of a successful partnership, as well as how to write a "Partnership Constitution" that formally spells out for all partners how decisions will be made collectively.
