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Summary: A 32-year age gap exists between the founder and outgoing CEO of an RIA firm and his successor. The story of this firm's succession plan began when the firm (with $1.4 billion in AUM) received an acquisition offer by a larger firm in another city. The offer was rejected, but it served as a catalyst for an honest discussion of “where do we go from here?”
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Summary: What can advisors say with 140 characters? The short answer is a lot more than you think.Here are some tips for advisors to get started using Twitter for business.
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Summary: “She said she made a lot of money, but didn’t feel like she could ever retire,” In their first meeting, Ms. Swanger paid close attention to statements like that, looking for ways to probe deeper and find the best way to help the woman. “When clients say something, you want it to click so you can say, ‘Here’s another opportunity.’
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Summary: Millennials, also referred to as Generation Y, are those born from the 1980s through the early 2000s. Millennials are poised to inherit approximately $41 trillion from their baby boomer parents over the next 40 years, accounting for the single largest intergenerational wealth transfer in human history.
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Summary: Young investors seem to have a “you get what you pay for” mentality, according to a recent report from Corporate Insight that surveyed retail investors at full-service brokerage firms.
