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Summary: They all have wines but some are boutiques and have highly defined niches with limited production while others like Robert Mondavi specialize in the lower end wines for the masses. As a financial advisor you have to decide your focus and niche.
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Summary: Just a third of RIAs hire interns for the summer or other parts of the year, the nation’s third largest custodian found in a study released Tuesday. RIAs are thriving, but their lack of succession planning places $5.8 trillion in assets at risk, notes Kate Healy, who leads the firm’s Generation Next program.
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Summary: Just a third of advisors have hired interns at some point this year, with 20 percent using interns this summer, according to a new survey by TD Ameritrade Institutional.
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Summary: Recruiting high quality advisors is a top of mind concern of every client we work with. And I can see why. In an industry projected to grow by 30% where there are more advisors over the age of 70 than under the age of 30, you don’t have to be an economist to figure out that we’re facing a major supply shortage.
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Summary: Succession planning is a real buzzword right now. With the large number of boomers set to retire, everyone is talking about how to help them make it happen. Unfortunately, many business owners are having these conversations far too late.
