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Summary: Among other benefits, teaching offers pick-of-the-litter opportunities for hiring next-generation help, bolsters credibility with clients, and lets advisors practice explaining difficult financial concepts clearly. It also forces them to stay au courant with trends and innovations in the advice business.
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Summary: Professors at the leading financial planning programs say many of their graduates have little trouble finding work in an industry that is hungry for talent. The majority of William Paterson's spring 2013 financial planning graduates have already landed jobs, many with RIA firms. Texas Tech University, which houses the nation's biggest financial planning program, boasts a 95% placement rate.
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Summary: Whether you own a planning firm with one or many employees, or are an employee yourself, understanding the rules around classifying employees as exempt or non-exempt—in other words, who is eligible for overtime and who is not—can prevent misunderstandings, hard feelings, audits, and penalties
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Summary: A select group of financial advisors have already reached more than $50 million in assets under management despite having less than five years of experience. This group accounted for just 5.1% of the more than 2,100 financial advisors surveyed recently by CEG Worldwide, but their success led us to ask: This slide show provides an overview of what traits and behaviors help set this group apart.
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Summary: It’s a happy milestone when a financial-advice firm grows big enough to warrant hiring support staff. It can also present a fresh challenge for the founding advisor, who may never before have thought much about how to find trusted employees. WealthManagement.com offers guidelines to help ensure your practice doesn’t turn into a revolving door for underperforming, dissatisfied staffers.
