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Summary: Much has been written about succession planning, with the focus of the successor either being another financial planning firm or a younger planner within the firm. But there is an important third option: Wealthy clients who become career changers.
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Summary: “It’s refreshing to hear your research - empirical data that shows the impact of ‘trust’ on the advisor-client relationship. But it seems that we’re at a disadvantage as advisors because everyone, especially the affluent are so distrusting.” Perry explained with a concerned demeanor, and then asked, “What’s your advice on building trust?”
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Summary: After months of performing thorough due diligence, you’ve finally decided to pull the trigger and make a move. You may even have a start date on the calendar. Now what?
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Summary: While Morgan Stanley says the now-delayed Department of Labor fiduciary rule has put a damper on advisor movement, Raymond James says its independent channel’s recruiting efforts are going full steam ahead.
