From InvestmentNews
0 visitor like this article | Viewed 4051 times | 0 comment
Summary: Mario Cacciola, a 40-year-old associate attorney for a large international law firm, gets cold-called multiple times a week by financial advisers looking to begin a relationship with him now before he climbs the ladder and makes partner. Although many have rubbed him the wrong way, he eventually met one adviser he felt comfortable with. After working together several years, Mr. Cacciola said he appreciates these five things that could help other advisers who are looking to connect with the next generation.
From InvestmentNews
0 visitor like this article | Viewed 382 times | 0 comment
Summary: Leading an independent wealth management practice for nearly two decades has taught me many lessons, but the most important is this — the quality of your employees determines the strength of your business.
From InvestmentNews
0 visitor like this article | Viewed 405 times | 0 comment
Summary: Leading an independent wealth management practice for nearly two decades has taught me many lessons, but the most important is this — the quality of your employees determines the strength of your business.
From InvestmentNews
0 visitor like this article | Viewed 3928 times | 0 comment
Summary: According to the Schwab RIA Compensation Report released Wednesday, about 70% of an advisory firm’s revenue is spent on compensation and total compensation is climbing, with 75% of advisory firms in hiring mode.
From InvestmentNews
0 visitor like this article | Viewed 4115 times | 0 comment
Summary: According to a new report from SS&C Technologies, the younger generation of investors and financial advisers might be driving the demand for innovation in financial services, but adoption rates are increasing among both young and old.
