Added on April 2016 in Join an RIA
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Summary: Advisors set on leaving their firms but unsure whether to start their own practice or join an existing RIA need to answer just three questions to determine their optimal choice, writes Norb Vonnegut, a former advisor, in the Wall Street Journal.
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Summary: All firms, even smaller financial advisory firms, must make an effort to hire and promote people who reflect the greater community. Without a conscious effort to introduce new leadership views, we risk being close-minded to both needs and opportunities. We also deprive ourselves of the chance to be the employer of choice in our markets.
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Summary: The more challenging task is figuring out how to create a successful blog that people actually read and how to make an existing blog more efficient in terms of converting leads into sales.
Added on April 2016 in Form an RIA
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Summary: After years of anticipation, the Labor Department will release its fiduciary rule on Wednesday, sources confirmed Friday.
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Summary: It is very difficult to provide advice without the right technology. Interestingly enough, according to the most recent Financial Planning Technology Survey, approximately 25% of the respondents were not using financial planning software. And, in the prior year survey, almost a third were not using planning software. So why the disconnect?
