From WealthManagement.com
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Summary: A succession crisis looms over our industry like a wall of bricks falling in slow motion. After years of reports beating the drum about our graying industry, there are still too many advisors who have no idea what will happen to their firms after they retire.
From ThinkAdvisor
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Summary: Less than 2% of the job-seeking candidates are interested in positions that involve “rainmaking” or “marketing. This is key finding from a recent poll my company did with one of the industry’s leading recruiters, Caleb Brown’s New Planner Recruiting, in which we asked candidates about their attitudes toward the jobs they are seeking.
From Financial Planning
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Summary: In my consulting practice, I frequently get asked the same question: What are the ingredients that go into a compensation plan?
From OnWallStreet
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Summary: Advisors are clients too ― we just don't realize it.
But if we did, then we might glean insights from our perspective as clients that would have meaningful bearing on our role as advisors.
From Financial Planning
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Summary: The early fear around robo advisors was that they would perform the work of human advisors — and at a fraction of the cost. Yet in practice, robos have failed to capture even 0.1% market share of consumers’ investable assets. Nonetheless, this failure doesn’t mean technology won’t fundamentally reshape how our firms operate.
