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Summary: Advisory firms with a lifestyle orientation can offer significant advantages over enterprise practices, according to a new study by SEI. Advantages for lifestyle firms include stronger cash flows, higher quality of standards and a more loyal clientele.
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Summary: It was a privilege to attend Pershing's INSITE 2017 conference in San Diego in mid-June. At the event, Pershing Advisor Solutions CEO Mark Tibergien did a great job interviewing Green Bay Packers quarterback Aaron Rodgers, who described how he works on self-improvement, team building and other life skills.
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Summary: When it comes to succession planning, the financial advice industry is often painted with a broad brush as being woefully ill-prepared.The latest research from Cerulli Associates shows that of the roughly 118,000 advisers within 10 years of retirement, 44,000, or 37%, have no formal succession plan in place.
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Summary: [SLIDESHOW] Private wealth grew by 4.5% in the U.S. in 2016, up from 2.0% in 2015, according to a new study by the Boston Consulting Group. That's good news for advisers looking to cater to well-heeled clients. Better yet, the study also indicates that that wealth is expected to grow even faster over the next few years.
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Summary: Sharing social media content is the easy part. When you think about it, anyone can type 140 characters and hit the tweet button, or post a status update on LinkedIn and Facebook. But what happens next? How do you find out if what you shared resonated with anyone beyond you and your dog? (No offense, cat people, but cats are usually pretty indifferent to everything.)
