Added on April 2014 in Join an RIA
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Summary: For 11 years, I've taught a class for Rice University's Certified Financial Planning program. I see teaching as an opportunity to keep my skills sharp and give back to the industry. As a financial planner, it's good to say that I'm teaching what I'm preaching. I normally encounter two kinds of students. The first are career enhancers--established advisers who are looking to add the CFP designation and return to their jobs. The second kind of student--the career changer--doesn't have it nearly as easy.
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Summary: Pay for financial advisors may start out slow, but it picks up steam, to make it — at the height of one’s career — among the most lucrative jobs in the financial-service industry, says InvestmentNews.
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Summary: Recruiting a wirehouse advisor can be well worth the effort for growth-minded RIA firms -- but it's not easy, it takes time and you should expect a lot of false starts.
That's the message from Neal Simon, founder and chief executive of Highline Wealth Management, whose firm was the subject of a new case study for think tank and study group aRIA.
Added on March 2014 in Join an RIA
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Summary: John Anderson, creator and lead author of Practically Speaking blog and Managing Director of Practice Management Solutions for the SEI Advisor Network shares tips for those starting out their career.
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Summary:With so many advisers contemplating retirement, the chatter about succession options has become constant. Forget valuations, terms of the deal and buy/sell agreements. Far before you get to that point, you need to anticipate what the future business could and should look like. Do you want the firm to continue without you (internal succession), or do you want to sell your business to another firm (external succession)? Each approach has its pros and cons.
