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Summary: There's one thing advisers who work with Millennials share, it might be that their peers think they're crazy. “A lot of people thought we were insane — with the golden age of baby boomers coming, why on earth would you want to work with people with no money,” said Ted Jenkin, co-chief executive of oXYGen Financial Inc. But Mr. Jenkin, who is a founder of his Atlanta-based firm, said doing so is an investment in the future of his business.
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Summary: Wednesday, BMO Capital Markets is holding its tenth annual Equity Through Education trading day, where a single day of profits from institutional equity trades will fund mentoring and scholarship programs for young women and students alike through the Jackie Robinson Foundation, KIPP and the Financial Women's Association. It's a day that reminds us that, with a little effort, we can have a big impact.
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Summary: Small and midsize RIAs could soon face new requirements to have a succession plan in place for their firms, and state securities regulators are asking for input from practitioners as they wrap up the rulemaking process
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Summary: There were the big stars — Schwab, TD Ameritrade, etc. But again, the key players were at the booths of smaller firms that have been successful (or are trying to be) in carving out their niche within the advisory world.
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Summary: As the average age of financial advisors creeps higher each year, and grows closer and closer to the traditional age of retirement, a growing chorus of voices have warned of the looming onslaught of advisors retiring, the lack of young talent to take over their firms, and thus a wave of advisory firms that will come up for sale resulting in a competitive a buyer’s market that will make advisors regret having waited to sell.
