1 visitor like this article | Viewed 5738 times | 0 comment
Summary: Every year brings its own set of challenges, as unseen trends suddenly emerge while older trends come to fruition, as unexpected market events make fools of the prognosticators and disruptive technologies change our lives. Here are 10 issues to think about as we enter 2014 – offered with humility and respect for the world's ability to surprise us.
1 visitor like this article | Viewed 5421 times | 0 comment
Summary: If the graying financial services industry is to replenish the ranks of retiring advisors and brokers, firms and trade groups must take a more active role in promoting the field to millennials and countering the tendency of young people to associate all professions in the sector with the worst excesses of Wall Street.
1 visitor like this article | Viewed 5909 times | 0 comment
Summary: If you went to sleep tonight and didn’t wake up, would you entrust your family’s money to your wealth management firm? Does your firm have a succession plan that would kick in for this type of crisis that would leave your heirs (and your clients) safe and secure?
1 visitor like this article | Viewed 6137 times | 0 comment
Summary: By now you should be aware of the talent shortage and recruiting challenges facing the financial planning profession. So once you do finally get everyone onboard and in the right seats for your organization, what should you be doing to ensure that your culture and management mentality perpetuate an attractive place for them to work and grow for years to come? Here are some things to remember and tips to consider.
1 visitor like this article | Viewed 5591 times | 0 comment
Summary: Lately the industry’s been a bit obsessive over “the great wealth transfer” and how advisors can appeal to Next Gen investors. But a new PriceMetrix study shows these clients are not as coveted as previously thought. PriceMetrix found that while client retention has been high in recent years—advisors retained 90 percent of clients in 2013— there are several factors that cause retention rates to vary significantly, including age and income.
