1 visitor like this article | Viewed 4237 times | 0 comment
Summary: With smartphones and tablets ubiquitous, apps are becoming more important. But as a financial advisor, unless you are looking for another iteration of Angry Birds, how do you decide which apps are worth downloading to make doing business easier?
1 visitor like this article | Viewed 4134 times | 0 comment
Summary: There are many factors that go into the decision of where financial advisors should ply their trade. Two years ago, ThinkAdvisor looked at the metropolitan areas in which advisors are paid the most. Now it’s time to update the info with the latest data from the Bureau of Labor Statistics.
Added on June 2014 in M&A Issues
1 visitor like this article | Viewed 4380 times | 0 comment
Summary: The financial advisory business, squeezed by rising costs and a shortage of young talent, may be on the verge of a merger and acquisition boom, according to one of the industry’s practice management gurus.
Added on June 2014 in M&A Issues
1 visitor like this article | Viewed 4648 times | 0 comment
Summary: When a good friend recently purchased a house in an exclusive local neighborhood notorious for low turnover and minuscule inventory, we all congratulated her on an amazing find. When asked how she was able to discover such a rarely available home, she gave an interesting answer: “Sometimes the appearance of scarcity outpaces actual scarcity and that's when the determined buyer has more opportunities than you'd think.”
1 visitor like this article | Viewed 4167 times | 0 comment
Summary: Earlier this year, James Ludwick, a 67-year-old certified financial planner, sold the Odenton, Maryland-based advisory firm he founded more than a decade ago. His clients have hardly noticed.That's because Ludwick sold the fee-only practice, MainStreet Financial Planning, to his younger partner and longtime protégé, Anna Sergunina, a 31-year-old certified financial planner who essentially got her start at the firm in 2006 as a paraplanner and administrative assistant.
