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Summary: Almost half of Americans say the most difficult topic to discuss with others is personal finance; they would rather discuss death, politics or religion. This social taboo against talking openly and honestly with loved ones contributes to 50% of first marriages ending in divorce, 70% of families failing to successfully pass down wealth to future generations and 69% of parents feeling more comfortable talking with their teens about sex than investing.
Added on November 2017 in Join an RIA
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Summary: If you’re an advisor looking to change firms or a newly minted advisor looking for his or her first job, you should check out this information.
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Summary: Even firms that believe they are too small to matter should think again. If a cyberattack happens at the firm's outsourced CRM partner, portfolio management vendor or custodian, and clients' personal information is compromised, where is client going to turn first to demand an explanation?
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Summary: I was facilitating an offsite with a team that was having some “blaming” challenges: things were starting to fall through the cracks and there was a lot of finger pointing and blame going on.
Added on November 2017 in Form an RIA
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Summary: Two weeks ago, Morgan Stanley kicked over what could be the first domino in a sweeping shift away from broker protocol policies, and the financial services industry is still trying to figure out what it all means..
