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Firms work to make the most of their young advisers

From InvestmentNews
Added on December 2013 in Thought Leadership
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Summary: Trend emerges of 20-something advisers taking on meaningful work sooner. Increasingly, firms are treating the traditional apprentice-type model training as more of a reciprocal relationship. And they are seeking the input of young and would-be advisers in a number of different ways.

3 Advisor Business Models of the Future: Cambridge Research

From Think Advisor
Added on December 2013 in Thought Leadership
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Summary: A next-gen group of advisors takes on the difficult task of identifying their practices in 2025. The group discussed the individual rep model, how client relationships will be characterized, technology and the systems that will need to be developed (at both the advisor and client levels), as well as a number of other issues.

4 Trends You Can't Ignore

From Think Advisor
Added on November 2013 in Thought Leadership
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Summary: The future is uncertain in a lot of ways, but the industry is already in flux. There are some ways that advisors can prepare for what’s coming to achieve their business goals and serve their clients well. The future always presents challenges, but also opportunities for those who are prepared. In the future, that is, today, four major trends are affecting your clients and your businesses.

2013 Fidelity Millionaire Outlook Executive Summary: Gen X/Y Millionaires Not Sitting Idle

From Fidelity
Added on November 2013 in Thought Leadership
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Summary: The Fidelity Millionaire Outlook, now in its 6th year, is an in-depth survey that analyzes the investing attitudes and behaviors of millionaire households. This year’s survey takes a close look at Gen X/Y millionaires — who they are, their lifestyles, how they’re investing, and where they turn for help.

Long the underdogs, female advisors are actually winning in two important categories, a study based on $3.5 trillion of AUM shows

From RIABiz
Added on November 2013 in Thought Leadership
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Summary: Despite finding themselves in a sometimes inhospitable male-dominated profession, female advisors are capturing the lion’s share of the nation’s increasingly higher earners — women — and winning a higher average account overall.Just 12% of the investment advisory workforce comprises women, but the typical female advisor counts more women as clients and a higher average account in such households than their male counterparts, according to a new study by PriceMetrix Inc

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