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Summary: Mark McGonagle is at a crossroads. Since starting his Boston-based practice, Chestnut Hill Wealth Management Group, two years ago, he’s recruited seven advisors and now has assets of around $175 million. He’s wondering if the next step is to become an office of supervisory jurisdiction for his brokerage firm, Cantella & Co., and focus more on recruiting and compliance, or if he should continue to work directly with clients.
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Summary: The pressure on advisors to prepare for their retirement isn't about to let up, despite an industry-wide uptick in the advisor ranks last year, research firm Cerulli Associates warns.
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Summary: Advisors spent inordinate amounts of time studying financial topics, trends and products so they can make suitable recommendations to their clients for the long term. But are they sufficiently aware of the “future factors” that could have an even bigger effect on their clients’ lives?
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Summary: Eric Hehman knows handing over the reins of a beloved advisory business isn't easy, but he believes founders should keep in mind that it's no cakewalk for the successor either.
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Summary: The average age of CFPs fell below 50 this year – the first time in nearly a decade –offering hope that an industry dominated by aging advisors might be finally tilting towards a younger generation.
