Home > 
Knowledge and Insight
« 2 3 4 5 6 »

All Articles


Michael Kitces' #FASuccess Podcast: How to Climb the Ladder at a Large RIA, with Martine Lellis

Added on May 2019 in Join an RIA
0 visitor like this article | Viewed 3896 times | 0 comment

Summary: [Podcast] Welcome, everyone. Welcome to the 126th episode of the “Financial Advisor Success” podcast. My guest on today’s podcast is Martine Lellis. Martine is a principal and the chief operating officer at Sullivan, Bruyette, Speros & Blayney, an independent RIA with nearly $4 billion of assets under management serving 1,100 affluent clients in the Washington, D.C. area.

12 Best US Cities to Start a Career

Added on May 2019 in Join an RIA
0 visitor like this article | Viewed 3874 times | 0 comment

Summary: Employment may be up, but with wages still under pressure and the cost of living continuing its steady upward climb, newly minted graduates would be well advised to stack the deck in their favor when launching their new careers.

Voices So much recruiting — what's driving all these advisor moves?

Added on May 2019 in Join an RIA
0 visitor like this article | Viewed 1 time | 0 comment

Summary: There’s a sense that although the business climate is favorable now, but veteran brokers know nothing lasts forever. Going forward, the advisory business could get more difficult. Potential fee compression is one issue. Lower fees mean that advisors need to control more assets to generate the same level of gross production.

Voices So much recruiting — what's driving all these advisor moves?

Added on May 2019 in Join an RIA
0 visitor like this article | Viewed 14 times | 0 comment

Summary: There has been an upsurge in advisor moves for two basic reasons: A realization that the bull market will end one day and concerns about looming industry changes.

Startup offers financing for employee stock purchase plans

Added on April 2019 in Join an RIA
0 visitor like this article | Viewed 3347 times | 0 comment

Summary: Aaron Shapiro's quest to rethink employee stock purchase plans began with a startling insight: If only his mother had participated in one, she'd be a millionaire today.

« 2 3 4 5 6 »

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?