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Summary: In the anguished debate over the value of a college education vs. high costs and declining opportunities, a new Pew Research Center study weighs in resoundingly on the side of higher education.
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Summary: As boomer clients near retirement age, advisors must help clients rethink their vision for their golden years. With longer life spans, the financial fact of life is that many boomers will still need to generate some earned income in retirement. They might not retire from work—even once they qualify for age-dependent benefits, such as Social Security and Medicare—but rather will retire to a different kind of work.
Added on February 2014 in M&A Issues
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Summary: Peter J. Raimondi walked away from The Colony Group 20 years after he launched the Boston advisory firm with just nine clients. After expanding the firm to 650 clients and $900 million in assets under management, he wanted to shift the business focus toward asset management, a move that he had decided was key to further growth. His partners didn't agree, so he left.
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Summary: It’s time for a semi-painless relationship check-up. How deep have you gone with your top clients and COIs? Admittedly, it may be more painful for some than others. But no pain, no gain, right? Here are three steps to making certain you’re building loyalty and penetrating COIs.
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Summary:The wealth management firm Aspiriant believes the client experience is so important that on its website everything else is labeled just that: everything else.The delivery of a superlative client experience is the last frontier when it comes to differentiating one advisor from another.
