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Summary: Financial advisors have a difficult job: keeping up with the markets, following ever-changing regulations, growing their business, protecting clients’ assets, and sometimes even protecting clients from themselves when a market drop or hot new investment trend makes a bad idea look good.
Added on January 2015 in M&A Issues
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Summary: Savant Capital Management didn't just buy an accounting firm -- the $4 billion RIA also bought a hedge against future revenue risk, says CEO Brent Brodeski.
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Summary: "Why do today what you can put off until tomorrow?” — an inversion of Ben Franklin's virtuous commandment — is apt for continuity and succession planning. But it won't hold water as an excuse when regulators come knocking.
Added on January 2015 in Join an RIA
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Summary: A ranking of America's top jobs found that financial advice increasingly is a terrific profession, moving up 16 spots on the U.S. News and World Report list from last year.
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Summary: Advisors often start a new year with the best intentions. They set goals such as, "I want to increase my personal income by 25%," or "I want to add 10 new $1 million accounts."But, surprise! Midway through the year, they lose interest. The New Year's goals become an afterthought as the day-to-day stuff gets in the way.
Sound familiar?
