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Summary: In Exit Planning, the most important element of successful transfers is financial security for departing owners. This element often is gravely threatened by the prospect of transferring the business to successors (in this case, children) before the owners (i.e., parents) are financially secure.
Added on March 2017 in Form an RIA
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Summary: There are many decisions that breakaway brokers need to make when setting up their own firm, among them its business structure, which will have tax implications.
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Summary: Financial advisers work with their clients on a large volume of high-value transactions, which generally contain sensitive information, including Social Security numbers, account numbers, personal information and more.
Added on March 2017 in Join an RIA
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Summary: Finding your first good job as a financial planner can be tough. Not only because it’s challenging just to find a job at all, but because it’s not always clear up front which firms really do financial planning or not, and which jobs will be real financial planning jobs versus just a sales job.
Added on March 2017 in Form an RIA
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Summary: Rep. Tom Graves, R-Ga., introduced a bill as a discussion draft that would allow a victim of a cyberattack to access the attacker’s computer in order to gather information about the attack to share with law enforcement or to stop the hacker from continuing to access their network.
