Added on March 2025 in M&A Issues
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Summary: Back in January of this year when stocks were charging upwards and the sky seemed the limit, hiring expectations in the financial services industry remained, well, sky high. But what about now? Has the employment outlook changed at all since the market’s March reversal? Wall Street job hoppers - and seekers - need to know.
Added on March 2025 in M&A Issues
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Summary: Shelby Nicholl, an independent consultant working with financial advisors and wealth planners aiming to change firms, suggests several questions they should ask themselves when considering a switch.
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Summary: Financial advisors who use Monte Carlo simulations to develop retirement income plans must be careful with the language they use to present such plans, as the same financial plan can feel very different to clients based on its framing.
Added on February 2025 in Blog
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Summary: The short answer to your direct question is that you certainly could tell people to leave you alone. If you aren’t angry right now, it might be sending the wrong message. I assume from the way you describe them coming in often to share ideas that you have, heretofore, operated with a bit of an open-door policy and an open attitude.
