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Summary: Despite its crucial importance, financial literacy continues to be an intimidating topic — not just for savers across the age spectrum, but for professionals who are in a position to help address the problem of financial illiteracy across the country. I've spoken with many financial advisers who would love to help teach financial skills in their own communities, but find it difficult to approach the subject in a way that will reach the audiences who need this education the most — namely young people, retirees and pre-retirees.
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Summary: Established incumbents and nimble start-ups are in a race to find new opportunities. While some will go it alone, collaboration and acquisition between incumbents and start-ups will increase across investing, banking, insurance and wealth management.
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Summary: The consulting firm Moss Adams has estimated that the industry could face a shortfall of more than 200,000 advisers by 2022. Now, more than ever, attracting and retaining talent is essential to an advisory firm’s success.
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Summary: Setting a price on a service is a challenge in any industry, so it is no wonder that some advisers are wrestling with the issue of whether they should be flexible in their fees or stick with a standard offering, such as 1% of assets under management.
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Summary: Fatefully, he met Joe Grabar, a managing partner at Raleigh-based Fortress Financial Partners. Though they did not join forces right away, they kept the lines of communication open for six months. Gure eventually asked to join Grabar’s growing independent office. Grabar said if he was willing to commit, he would take him under his wing.
