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Summary: It’s been well-documented that women earn less than men for the same or equivalent job and are less likely to be promoted than their male counterparts. Now a study released by the National Bureau of Economic Research has unearthed what they call a “new type of discrimination” in the financial services industry: discrimination in job termination.
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Summary: [SLIDESHOW] Advisers disclose who makes their technology spending decisions and where those dollars are being directed in the 2017 InvestmentNews Adviser Technology Study released Monday. This year, clients are playing a leading role in how the nearly 300 advisory firms that participated in the study are investing.
Added on March 2017 in Join an RIA
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Summary: Hardly a conversation with an advisor goes by without discussing the desire to go independent. Having heard a lot about it – the freedom, flexibility, better take-home pay and the ability to build a true enterprise – many are sure that independence is for them. Yet, sometimes after digging deep, meeting with appropriate representatives, and really getting into the weeds during the due diligence process, some advisors reach the conclusion that – for a variety of reasons – what they thought they wanted doesn’t align with what’s ultimately practical.
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Summary: In the long running battle over whether someone who gives professional advice is an "adviser" or an "advisor," the "o" side is clearly winning. An InvestmentNews survey of more than 550 readers found that nearly 83% refer to themselves as an "advisor," versus 17% who call themselves an "adviser
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Summary: In recent years concerns have been aired about the steadily rising average age of the financial advisor community and implications for the quality and quantity of advice available to existing and future clients
