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Summary: As the keynote presenter of last week’s Financial Planning Association of New Jersey (FPANJ) annual conference, Bob Veres, publisher of Inside Information, cynically called his session “Terminator 4.”
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Summary: Financial advisory practices are businesses like any others, and those not affiliated with larger institutions need to come up with their own marketing plans. However, many simply don't have one.
Added on May 2015 in M&A Issues
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Summary: The activity makes the independent investment advisory model one of the fastest-growing financial services segments and points to a healthy, sustainable industry, says Jonathan Beatty, senior vice president of sales and relationship management at Schwab Advisor Services.
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Summary: According to a report by Cerulli Associates last year, only 11% of advisors at RIAs are under the age of 35, and almost half (47%) of advisors at these firms are over 55. That explains why the current generation of leaders in the profession continues to wring their hands over the scarcity of new advisors, prompting some to view it as a crisis.
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Summary: State and federal examiners increasingly expect advisors to have a business continuity and succession plan in place, even if they aren't bound by a specific rule mandating a formal policy.
