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Summary: Ray Sclafani's ClientWise is a coaching business, so what's the difference between coaching and consulting? Sclafani calls that his “favorite question.”
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Summary: The wealth management market is thriving, as older baby boomers are retiring and the 50-something late boomers are hitting the last big earning years of their careers — all at a time when younger investors are grappling with the difficulties of a very slow-growing economy. It all means there is ample need for financial advice.
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Summary: The financial planning profession is a really wonderful profession with some very wonderful people. If you went into a mad scientist lab to create the perfect profession, you'd come up with everything that makes financial planning great.
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Summary: In searching for a junior partner for her practice a few years ago, advisor Donna Drosner went through several candidates, but none were the right fit.
Added on July 2015 in M&A Issues
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Summary: The wealth management operation at Barclays may have been a small piece of the British bank's business. But at one point it had become a rising star, one which now appears to be falling.
