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Summary: As we enter the final days of 2015, many advisors will be taking time to review the year. Some will reflect on the turbulent markets, others will look at missed opportunities for growth, but most will write off 2015 as a moderately successful year. But instead of looking back, it is even more important to consider your game plan for next year.
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Summary: As another unusually active year comes to a rapid end, let's look forward to 2016 and imagine what the industry should anticipate in the year ahead.
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Summary: Despite many independent advisers’ desire to appoint an internal successor, many don’t have one lined up.A study released Thursday by Fidelity Investments found that 59% of advisory-firm executives prefer an internal succession but only 27% of firms have next-generation owners in place.
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Summary: This week, I was in the audience for the taping of an episode of the CBS comedy, “The Big Bang Theory”. Although we were only together about three hours, I was very surprised to see the audience area only seats about 200 people. When I’ve watched the show, I thought there was a much larger group of people behind all that laughter. In fact, we experienced first-hand six key lessons in team leadership drives a lot of that laughter, in addition to great writing and acting.
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Summary: A mix of new books and old favorites satisfied advisers’ reading appetites in 2015. Here are industry reads and guilty pleasures that come highly recommended by your planner peers
