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Summary: Employment may be up, but with wages still under pressure and the cost of living continuing its steady upward climb, newly minted graduates would be well advised to stack the deck in their favor when launching their new careers.
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Summary: With new innovations happening each day, it can be difficult for advisors to find technology that balances their need to maximize their efficiency and brand with the need to perform routine due diligence.
Added on May 2019 in M&A Issues
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Summary: It’s a difficult question because honestly there are advisors today who aren’t taking advantage of the tools that are available to scale their businesses. Far too many advisors haven’t reinvested in technology and continue to rely on legacy systems. The RIA community started to evolve in the ‘70s and ‘80s, so it’s an aging community. And the older advisors are less comfortable embracing the latest and greatest.
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Summary: Baby boomer advisors will go to their graves feeling justly proud of their achievements in the financial services world. Yet I would argue that that younger advisors have driven even more change.
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Summary : As the financial planning industry moves inexorably to more of a fee-for-service model and away from the traditional assets under management (AUM) standard, advisors need to be aware of certain differences in how they bill their clients to avoid regulatory compliance problems.
