0 visitor like this article | Viewed 602 times | 0 comment
Summary: For decades, the wealth management industry revolved around a single core function: investment management. Advisors built their value proposition around asset allocation, security selection and portfolio rebalancing. However, today’s high-net-worth and ultra-high-net-worth investors expect more than investment expertise. They demand a comprehensive wealth management experience that integrates financial planning, tax efficiency, estate strategies and retirement income solutions.
Added on March 2025 in M&A Issues
1 visitor like this article | Viewed 603 times | 0 comment
Summary: Back in January of this year when stocks were charging upwards and the sky seemed the limit, hiring expectations in the financial services industry remained, well, sky high. But what about now? Has the employment outlook changed at all since the market’s March reversal? Wall Street job hoppers - and seekers - need to know.
Added on March 2025 in M&A Issues
1 visitor like this article | Viewed 681 times | 0 comment
Summary: Shelby Nicholl, an independent consultant working with financial advisors and wealth planners aiming to change firms, suggests several questions they should ask themselves when considering a switch.
1 visitor like this article | Viewed 604 times | 0 comment
Summary: Financial advisors who use Monte Carlo simulations to develop retirement income plans must be careful with the language they use to present such plans, as the same financial plan can feel very different to clients based on its framing.
Added on February 2025 in Blog
0 visitor like this article | Viewed 2738 times | 0 comment
