1 visitor like this article | Viewed 4108 times | 0 comment
Summary: suWccessful businesses is coming to an end. As boomers enter their 60s, many are seeking to liquidate and retire. A recent New York Times article highlights this trend, referencing how bankers and brokers say there’s a significant increase in sales from business owners in their 60s and 70s who are ready to turn their creations over to a new generation of owners.
1 visitor like this article | Viewed 4071 times | 0 comment
Summary: Attempts to describe the shortage of next-generation financial advisors veer toward the dramatic: “Desperate Need,” Forbes reports. “Firms Struggle,” CNBC declares. “Dangerous Stockbroker Shortage Threatens America,” warns The Wall Street Journal.
1 visitor like this article | Viewed 3958 times | 0 comment
Summary: Earlier this week, Tina Powell of the RIA Beacon Wealth Management moved to go after novice female investors with SheCapital, a robo-advisor service launched as part of a separate RIA of the same name.
1 visitor like this article | Viewed 4223 times | 0 comment
Summary: If you want to find the next generation of talented advisors, you may need to know which schools are educating them.
1 visitor like this article | Viewed 3990 times | 0 comment
Summary: When investment advisers who are sole proprietors die unexpectedly without a continuity plan in place, the firms where they house client assets react rapidly.
