1 visitor like this article | Viewed 4850 times | 0 comment
Summary: If you can count yourself among the minority of advisers — about 40% — who are within five years of retirement age and have created a succession plan, you're all good, right? Maybe?
1 visitor like this article | Viewed 4608 times | 0 comment
Summary: Findings from the 2014 Fidelity RIA Benchmarking Study, released Wednesday, showed that many firms recognized the need to improve their marketing and business development capabilities.
2 visitors like this article | Viewed 4820 times | 0 comment
Summary: Succession planning isn't just about advisors realizing value for the businesses they've built. It's about protecting and ensuring that clients' needs are met and that the practice can remain an ongoing business after its founder has retired or passed away.
1 visitor like this article | Viewed 3891 times | 0 comment
Summary: Every year around this time, asset managers and investment analysts put out their forecasts for the next year.A common theme among them? Divergence—among global economies, among central bank policy responses and market performance.Here are the top 10 takeaways from this year's outlook reports
1 visitor like this article | Viewed 3807 times | 0 comment
Summary: There are a lot of figures that get thrown around about attracting new clients in the advisory industry. One that we frequently hear at InvestmentNews Research is that approximately 70% of a typical advisory firm's new business is referral-driven.
