From Financial Planning
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Summary: More than a third of the nation’s largest RIAs lost assets under management in the past year, including many of the largest firms, according to Financial Planning’s 6th annual RIA Leaders ranking.
From Belay Advisors
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Summary: Could 3 words be the difference between success and failure for you over the next 12 months? The premise is simple. Pick 3 words that motivate you, remind you, and guide you on your road to making 2017 your best year ever.
From WealthManagement.com
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Summary: We asked several industry leaders to speculate on what the wealth management industry will look like in the year 2037. This one is from Joe Duran, CEO and founding partner of United Capital, a financial life management firm.
From Harvard Buisness Review
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Summary: In 1968, The Ohio State Buckeyes football team started one of the most cherished traditions in American sports. According to team legend, a member of the coaching staff proposed an idea to motivate the players. After each game, the coaches would reward the best players with small stickers resembling buckeye leaves to place on their helmets.
From Financial Plannning
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Summary: Managing wealth today is increasingly about getting the best from human interactions and technology — and getting this mix right is both the challenge and opportunity that the industry faces next year.
