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Summary: Partnership Resource co-founder Tanya Rapacz walks Michael Kitces through the ups and downs of a successful partnership, as well as how to write a "Partnership Constitution" that formally spells out for all partners how decisions will be made collectively.
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Summary: As a professional sports fan, spring tends to be one of my favorite times of the year. Major League Baseball is just getting underway and all 30 teams seem to have a real shot at the postseason. After endless months of games in the NBA and NHL, the playoff rounds are finally under way.
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Summary:It won’t be long before Gen Xers and millennials will seek financial advice in far greater numbers. In fact, they could make up about 40% of clients within the next five years, estimates Kate Healy, managing director of TD Ameritrade Institutional's Generation Next division.
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Summary:As the majority of advisers continue to age towards retirement, recruiting young talent is increasingly important for firms. But for many firms, attracting millennial talent to has been a vexing problem.
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Summary: With competition for assets intensifying across the registered investment adviser marketplace, CEOs of successful RIAs are increasingly focused on aggressive growth strategies to bolster their competitive advantage and add significant value to their businesses.
