From WealthManagement.com
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Summary: Advisor-hosted intimate social events, which include a hand-selected group of clients and guests, have been ranked by Oechsli Institute research as a top marketing activity for the past decade. It’s the top event affluent clients will attend, and the top event they’ll bring a guest to. But getting people to attend such events can be a challenge, and the invite must be handled properly.
From Wall Street Jornal Online
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Summary: [PODCAST] Vanguard founder and investing legend Jack Bogle gives expert advice for folks looking to retire soon. Plus, key investing tips for millennials and insight on how to stay the course despite constant market uncertainty.
From InvestmentNews
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Summary: It's that time of the year again! With summer's official start less than a month away, InvestmentNews has prepared a reading list for advisers comprised of recommendations from some of your top peers and experts. We asked for both professional and fun reads, with some insights into what makes these books so special.
From Financial Planning
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Summery: The founder of holistic planning firm Grow heard that he sometimes talks too fast, and too much, without really listening. Clients also wrote in the survey that the documents he sent them can be hard to understand.
From ThinkAdvisor
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Summary: “The brand of full-service investment advice the industry has historically delivered is under attack,” states a white paper, “Digital Disruption: Is the Financial Advisor’s Value Under Siege?” released by Wells Fargo Clearing Services’ First Clearing last fall.
