Added on January 2014 in Join an RIA
1 visitor like this article | Viewed 6227 times | 0 comment
Summary: In a new survey commissioned by Bentley University, 58% of respondents, including business decision makers, recruiters, and students, gave recent college graduates a letter grade of “C” or lower on their preparedness for their first jobs.Bentley’s research informed the following recommendations for better preparing students to succeed in the work place.
1 visitor like this article | Viewed 5496 times | 0 comment
Summary: An Ohio adviser is using a formal incentive program to encourage her female clients to boost their financial education. Paula Chesser, an adviser with Robert W. Baird & Co. Inc. in Akron, Ohio, created a Savvy Women's Club that hosts eight workshops or seminars for her female clients on topics such as confronting risk in a portfolio and a “Guide to the Financial Markets.”
1 visitor like this article | Viewed 4790 times | 0 comment
Summary: The financial crisis has had an enormous impact on millennials’ attitudes towards investing, saving and success, presenting both opportunities and challenges for financial advisors, a new survey by UBS Investor Watch finds.
1 visitor like this article | Viewed 5392 times | 0 comment
Summary: It’s probably the most common scenario in independent advisory firms today: employee goes to firm owner demanding a raise, a promotion, partnership in the firm or some combination thereof. Owner, caught unprepared, gives a non-response, usually including a promise to get back to the employee. From an employee’s perspective, the very worst thing—worse than long hours, unfriendly coworkers or even a micro-managing boss—is uncertainty.
1 visitor like this article | Viewed 5359 times | 0 comment
Summary: Every year brings its own set of challenges, as unseen trends suddenly emerge while older trends come to fruition, as unexpected market events make fools of the prognosticators and disruptive technologies change our lives. Here are 10 issues to think about as we enter 2014 – offered with humility and respect for the world's ability to surprise us.
