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Summary: Advisors spent inordinate amounts of time studying financial topics, trends and products so they can make suitable recommendations to their clients for the long term. But are they sufficiently aware of the “future factors” that could have an even bigger effect on their clients’ lives?
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Summary: Eric Hehman knows handing over the reins of a beloved advisory business isn't easy, but he believes founders should keep in mind that it's no cakewalk for the successor either.
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Summary: The average age of CFPs fell below 50 this year – the first time in nearly a decade –offering hope that an industry dominated by aging advisors might be finally tilting towards a younger generation.
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Summary: Many owners of RIAs are nearing retirement, and they have not done enough to plan for the future of their businesses, the Alliance for Registered Investment Advisors reported in a new white paper released this week..
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Summary: Financial advisory principals who want to drive growth, increase the value of their equity and keep their best employees can’t afford to ignore an employee ownership plan, advocates say.
