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Summary: In the process, established and emerging robo-advisers have begun to mimic each other, either through similar features or by echoing statements ripping into their bigger competitors.
Added on April 2015 in Join an RIA
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Summary: Daniel Mock, 24, is highly educated, graduating college with a double major in economics and political science. He later added a master's degree in quantitative economics. But when he started his career as an associate adviser with FMB Wealth Management last year, he lacked the communication skills that some more seasoned advisers take for granted.
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Summary: I started my financial planning career as an intern at a wealth management firm in 2009 when the stock market rebounded from hitting the lowest point in over a decade. Listening to client conversations was eye opening.
Added on April 2015 in M&A Issues
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Summary: Rules of thumb can be convenient – and dangerous. When at the butcher, it’s good to know that roughly half a pound of meat will feed a person. Using this rule of thumb helps ensure that your dinner guests don’t leave hungry or you don’t waste a few extra dollars per person.
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Summary: Much is being written these days about the need for succession planning in our profession. According to CNBC, “Data produced by research firm Cerulli Associates suggest a bleak outlook for the industry. Aging advisors are expected to retire in droves over the next two decades, and relatively few young people are entering the industry to take their place.
