Added on October 2019 in Form an RIA
0 visitor like this article | Viewed 3229 times | 0 comment
Summary: I mention this because many advisory firms assemble their tech stack in a similar way — by adding one piece at a time instead of building a comprehensive plan of compatible software.
0 visitor like this article | Viewed 2780 times | 0 comment
Summary: The registered investment advisor career has an image problem. College graduates and career-changers should be eager to join a strong and growing profession with great job prospects, yet misperceptions about who advisors are and what they do are hindering the profession’s access to new talent.
Added on October 2019 in M&A Issues
0 visitor like this article | Viewed 3284 times | 0 comment
Summary: I spoke at a conference recently, and I couldn't help but notice the advanced ages of many of my peers.
0 visitor like this article | Viewed 3105 times | 0 comment
Summary: And how is technology changing the client experience with advisors? In a word, profoundly. From how investors find advisors, to how they interact with them, to how they exchange information and content and draft financial plans, the relationship between clients and advisors is evolving rapidly.
0 visitor like this article | Viewed 2848 times | 0 comment
Summary: I recently attended an event where they were talking about how to deal with support staff and younger advisors. The leader talked about how you should never consider your staff to be “just servicing,” and how you need to get them involved directly with clients and bring them into your meetings.
