1 visitor like this article | Viewed 4385 times | 0 comment
Summary: The pace of retiring advisors continues to accelerate, with almost 70,000 advisors with more than $2 trillion in assets under management retiring over the next decade, according to a new report from State Street Global Advisors.
1 visitor like this article | Viewed 4371 times | 0 comment
Summary: The growth of automated investment advice platforms — also known as robo-advisors — is a top theme of just about every conference in the advisory industry these days. What's more, pundits are debating whether it's the next big thing in investing.
1 visitor like this article | Viewed 4525 times | 0 comment
Summary: While there is indeed a large generational wealth transfer in the works, that alone shouldn't be the only reason advisors want to work with Gen X and millennial clients.
0 visitor like this article | Viewed 4666 times | 0 comment
Summary: Owners of financial advisory firms seem to be dragging their heels when it comes time to plan for the future of their business after they have retired or died. According to a recent report from FA Insight, fewer than half (44%) of surveyed advisory firms said they have an adequate succession plan in place. Yet the share of firms with owners who are three years or less from retirement has more than doubled in the past four years.
1 visitor like this article | Viewed 4528 times | 0 comment
Summary: VIDEO: Neesha Hathi of Charles Schwab Advisor Services says recruiting at RIAs often lacks structure and overlooks the need for diversity.
