Plan for the Future
Contingency and succession planning are critical to your advisory firm's success. Review the wealth of information.
All Articles
How Advisory Firms Can Stay Competitive With Employee Benefits
From FA Magazine
Added on October 2016 in Plan for the Future
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Summary: We know the scope and range of employee benefits have changed dramatically. According to a recent study by the Society of Human Resources Management (SHRM), telecommuting benefits alone have risen threefold over the past 20 years, to 60% of employers surveyed. Fully 88% of organizations now offer professional memberships as a benefit, up from just 65% 20 years ago.
9 pressing issues facing independent advisory firms
From InvestmentNews
Added on October 2016 in Plan for the Future
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Summary: The 2016 InvestmentNews Financial Performance Study of Advisory Firms – the advice industry’s only independently run benchmarking study– has now been fielded annually for over 20 years. Originally conceived by Mark Tibergian and for a long time published by Moss Adams LLP, the benchmarking study series has been owned and produced by InvestmentNews since 2009. This year’s report saw responses from nearly 250 independent advisory firms, who submitted in-depth data on the intricacies of their businesses.
4 Steps for Onboarding a New Team Member
From WealthManagement.com
Added on October 2016 in Plan for the Future
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Summary: Let me begin by saying that nothing great was ever built without a team. You and your venture, whatever it is, are no exception. You are going to need people to help you do this. And, they can’t be just any people, they need to be the right people and they have to be on- boarded properly to get them up to speed quickly so they can make a contribution.
You Can't Put A Price On Culture
From FA Magazine
Added on October 2016 in Plan for the Future
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Summary: It is not surprising that Derek Holman and Brian Parker ended up as co-founders of Torrance, Calif.-based EP Wealth Advisors. After all, they’d been friends since middle school in their hometown of San Diego, and started their working careers together at a yogurt shop. Today, Parker and Holman, both 43, run EP Wealth, an up-and-coming RIA firm with $2.3 billion in assets, serving nearly 2,000 clients through six offices in California (Torrance, West Los Angeles, Irvine, Valencia, Lafayette and San Diego), plus one location in Denver.
Proposed SEC Rule Would Make Business Continuity And Transition Plan A Fiduciary Obligation
From Nerd's Eye View
Added on September 2016 in Plan for the Future
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Summary: While there are many risks to starting a business, one of the greatest is the potential for a low-probability but high-impact “business disruption”, from the unexpected death of a key employee, to a cyber-attack or a natural disaster like a hurricane.
