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Best of Class

Added on October 2017 in Thought Leadership
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Summary: Erika Fix did not aspire to be a teacher. In fact, she could not envision a career speaking in front of others. Then one day she ran into a former high school friend who shared his horrible experience as a student. Erika also recalled the hostile learning environment for both staff and students at their school. That chance conversation with an old friend crystallized into a mission for Erika, a mission founded on the importance of giving kids a safe place to learn. Teaching became her life's work.

SEC reveals further damage from Edgar hack

Added on October 2017 in Manage Your Practice
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Summary: The U.S. Securities and Exchange Commission said Monday that the hackers who broke into its corporate filing system last year accessed two people's personal information, a change from the agency's previous assessment that it didn't believe such data had been compromised.

Does the school matter when it comes to getting a CFP mark?

Added on October 2017 in Join an RIA
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Summary: It’s commonly believed that getting a degree from the right institution may help you get a leg up after graduation.

The quiet revolution: How advisors are changing their industry for the better

Added on October 2017 in Thought Leadership
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Summary: Walk around any generic wealth management conference and it shouldn’t take you long to notice that the industry has a diversity problem. The advisor population is overwhelmingly white, older and male.

Keys to M&A Success: Making a deal that makes more than business sense

Added on October 2017 in M&A Issues
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Summary: A rising number of Registered Investment Advisor (RIA) firms are turning to mergers and acquisitions (M&A) as a way to sustain their business momentum in a period of slowing growth and rapid consolidation. Such deals are not small, either. Case in point: advisors anticipate that M&A deals they plan to strike in the next five years will increase the size of their firms by 37%, according to a recent InvestmentNews study.

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