From On Wall Street
0 visitor like this article | Viewed 3034 times | 0 comment
Summary: Amid growing worries that there are not enough new advisers to replace those who are retiring, the CFP Board's Center for Financial Planning is rolling out a host of new initiatives aimed at expanding and diversifying the workforce.
From Yahoo News
0 visitor like this article | Viewed 3120 times | 0 comment
Summary: While RIAs are adapting to new regulations, anxieties of client acquisition and other business concerns that could constrain their firm’s growth, many are looking to evolve their business by reassessing their value proposition.
From IRIS
0 visitor like this article | Viewed 3135 times | 0 comment
Summary: If you’re in the minority and exactly on track to realize your vision, then congratulations – it’s no small feat. If you’re in the majority then I’d suggest, humbly, that you need to look at your business planning very differently this year. Rather than thinking about incremental growth, I’d encourage you to think about your vision and the steps you need to take toward more transformative change.
From InvestmentNews
0 visitor like this article | Viewed 3244 times | 0 comment
Summary: Vanguard founder John Bogle said in a New York Times op-ed piece today that annulling the Department of Labor's fiduciary rule “would clearly be a setback for investors trying to prepare for retirement.”
From Financial Planning
0 visitor like this article | Viewed 3282 times | 0 comment
Summary: Planners say they expect to see increases in revenue and client assets in 2017, according to the latest TD Ameritrade Institutional RIA Sentiment Survey. Accordingly, they plan to rev up spending on marketing, business development and technologies such as electronic signatures, the survey revealed. Also in the works: initiatives like more networking to attract a new generation of clients.
