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Summary: Recently, I had a disheartening conversation with a couple friends of an independent advisor who had tragically passed away unexpectedly. The advisor, a large producer with a lucrative book of business, had worked in the industry for decades and was an invaluable member of his firm.
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Summary: The robo-adviser buzz is heavy in industry media, but I had to put in my two cents. It's true that robo-advisers can be competition, but, for the most part, we advisers still have it all over them. It's simply a question of communicating our value.
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Summary: Every financial adviser should hold themselves accountable to these 10 benchmarks, according to Paul West, managing director of business development for Peak Advisor Alliance at Carson Wealth Management Group, who presented last Friday at the TD Ameritrade Institutional LINC conference in San Diego.
Added on February 2015 in Form an RIA
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Summary: Advisors who take anything but the most basic client information from one employer to another can get themselves sued. But they may have a bit more leeway with contacts made through social-media outlets like LinkedIn, says The Wall Street Journal.
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Summary: In an increasingly complex and competitive post-recession environment, CEOs of family businesses are making strides to plan for an uncertain future, navigating the interplay between innovation and technology and grappling with barriers to growth. With family-controlled businesses accounting for 35 percent of Fortune 500 companies, they’re a huge driver of the U.S. economy.
