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Summary: Succession planning is a real buzzword right now. With the large number of boomers set to retire, everyone is talking about how to help them make it happen. Unfortunately, many business owners are having these conversations far too late.
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Summary: [Slide Show] For an RIA, no business-to-business relationship is more important than the one the firm has with its custodian.
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Summary: The Independent Advisor Outlook Study (IAOS) by Schwab Advisor Services reflects the views of independent advisors on their industry, their businesses, their clients, and the general investing environment. The semiannual study is now in its 11th year. The results of the current iteration illuminate how independent advisors perceive the maturity of the independent model, and reveals perspectives on how the state of the industry informs the opportunities that await their firms
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Summary: Financial adviser Dewey Engelsma perfected his time-management skills by investing in technology and parceling out his day.
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Summary: The rise of so-called "robo advisors" remains a key concern for financial advisors, and understandably so. But in a positive development, many traditional advisors no longer fear that robo advisors will put them out of business. Instead, they are eager to incorporate the technology solutions underpinning robo advisory offerings—which provide a convenient, customizable experience where investors are in control—into their own practices.
