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Summary: At its heart, an advisory firm is a people business: The value delivered is driven almost entirely by its members. Just as advisors would look for the most appropriate assets to deliver on a client's investment objective, firm owners need to understand that the way you staff and motivate your practice will drive your firm's performance.
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Summary: A new survey from MFS has found that the younger generation’s definition of long-term investing is quite short, and that these "recession babies" invest more conservatively than even their grandparents.
Added on February 2014 in Form an RIA
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Summary: Financial advisers looking for new ways to find clients should consider whether the “look right under your nose” approach that's worked for a couple successful advisers would work for them, too.
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Summary: Clients need one. Your family needs one. Regulators increasingly want you to have one. Surprisingly advisors have always wanted one. Have you guessed it? Yes. A continuity/succession plan. What is perhaps more interesting is that advisors are finally ready to address it. This week we thought we’d share with you the types of conversations we are having with advisors all the time. If you have not addressed this issue, perhaps you can relate to one of these eight stories.
Added on February 2014 in Join an RIA
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Summary: There is much to be written about all of the technology scoops at the recent T3 Technology Tools for Today conference. Yet what I found most exciting was the FAStech Cup competition. (For those who don't know, FAStech is an integrated technology platform, supported by top industry firms, provided free of charge to universities’ financial planning programs.) This first annual competition is the first ever financial planning industry technology competition.
