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Summary: Regardless of firm size, independent firms are experiencing strong five-year compound annual growth in key metrics like assets under management, revenue and number of clients, according the Charles Schwab's annual RIA Benchmarking Study.
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Summary: Is communicating clearly and effectively truly that hard? “I don’t think there is real magic sauce to this,” says Augustine SC Hong, CEO and co-managing partner of Alexandria Capital. “It’s really aligning everybody to the common sort of goal, shared vision, having that shared vision, and to be able to say, OK, we’re going to try to all get here.”
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Summary: That was the sobering message delivered by Matt Brinker, United Capital's chief business development officer, speaking at SourceMedia’s In|Vest conference in New York. Brinker pointed to other industries seemingly at the top of their game that fell victim to disruption from innovators in their markets.
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Summary: Professions advance when dedicated professionals lead the way. For more than 30 years, the Certified Financial Planner Board of Standards has relied on trusted leaders to advance the financial planning profession.
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Summary: A succession crisis looms over our industry like a wall of bricks falling in slow motion. After years of reports beating the drum about our graying industry, there are still too many advisors who have no idea what will happen to their firms after they retire.
