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Summary: Should you hire an intern next summer? Yes, say planners who have done it, saying that it’s best if you have substantial work that an intern can do. But how do you know if your needs match what an intern has to offer?
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Summary: In my experience most financial advisers are poor at valuing the advice they give. This is despite a number of excellent studies highlighting the difference an adviser can make to a consumers wellbeing and net worth, as well as the experience of the advisers themselves over the course of their careers. It is worth noting that I am not referring to being poor atexpressing the value – which we usually are – but we are poor at actuallyputting the proper value on the advice itself.
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Summary: For One Capital, its sponsorship of one of the two Porsche Cayman GT4 Clubsport cars owned by CJ Wilson Racing that compete in the IMSA Continental Tire SportsCar Challenge circuit is a bold, non-traditional attempt to reach a certain market demographic. But it’s also uncharacteristic of One Capital’s usual operating philosophy.
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Summary: In an increasingly competitive market, differentiating yourself from your competition by articulating the value you offer is an important component of success. Problem is, a competitive market makes achieving that differentiation harder to accomplish.
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Summary: Many financial advisory firms have said goodbye to their summer interns in recent days and some have learned a few secrets over the years to make the process of hiring, employing and keeping in touch with these pre-professionals a rewarding experience.
