0 visitor like this article | Viewed 3948 times | 0 comment
Summary: 2018 was a very mixed year for the wealth management industry. Client assets fell 2.1% overall to $23.7 trillion — the largest decline in over a decade — due to the drop in the stock market, but the drop-off was uneven and the number of advisors rose less than 1%, according to a new report from Aite Group.
0 visitor like this article | Viewed 4873 times | 0 comment
Summary: We break down the data by firm, assets and advisers.
0 visitor like this article | Viewed 382 times | 0 comment
Summary : As the financial planning industry moves inexorably to more of a fee-for-service model and away from the traditional assets under management (AUM) standard, advisors need to be aware of certain differences in how they bill their clients to avoid regulatory compliance problems.
0 visitor like this article | Viewed 3894 times | 0 comment
Summary: A lack of innovation is threatening the growth that the financial advice industry has become accustomed to in recent decades, according to some top advisers.
0 visitor like this article | Viewed 3809 times | 0 comment
Summary: Recently, a brief article in the New York Times caught my eye: "A Deceptively Simple Way to Find More Happiness at Work" by Tim Herrera. We all want to be happier at work, right? Alas, there is a reason it is called work. We make a deal to be paid in exchange for using our time and energy doing tasks and fulfilling responsibilities. But that arrangement may lose its appeal over time, especially for those who don't get the opportunity to do work that is meaningful to them.
