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Summary: Jonathan Swanburg, a 31-year-old financial advisor in Houston, was intrigued by the idea of opening up an automated investment platform for his clients. He’d heard about the so-called “robo-advisors” that were attracting a lot of attention and capital, along with equal measures of hype and skepticism. Unlike many, he recognized the advantages, especially as a way of serving a new, less affluent market, and was eager to jump in.
Added on July 2015 in M&A Issues
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Summary: Focus Financial Partners said Wednesday that it is adding a partner group in the Chicago area and that two existing partners have added advisors. Relative Value Partners comes on board near the Windy City with about $1 billion in client assets and seven financial professionals.
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Summary: With more financial advisers active on social media than ever before, now is the time to learn how to craft better tweets. Engaging your target audience via Twitter is not all that straightforward, after all.
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Summary: As a successful financial adviser, you soon may find yourself leading a team, or adding more staff. Such responsibility comes with expectations that you'll be a good leader and an effective decision maker. While increased responsibility can be daunting — even overwhelming — there are actions that you can take to prepare yourself to perform well in your new role.
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Summary: A few years ago, I asked the financial planning class that I was teaching who invented the light bulb. One seemingly bright student answered, “Benjamin Franklin, who flew a kite that was hit by lightning and he trapped electricity in a jar.” I tried not to hold this answer against him when it came time to hand out final grades.
