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Summary: There are as many destinations as there are important things in life. Which destinations should you check? The ones where you want to go and arrive at by a certain time. Here are a few destination-check suggestions for the successful and the serious-about-being-successful financial advisor.
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Summary: My Twitter feed and email recently blew-up when the new Schwab RIA benchmarking survey data was released. This response caught my attention because in my experience these reactions were usually caused by a survey release from Cerulli, Tiburon Strategic Advisors or Aite Group. What was so unique about this year’s Schwab survey? Is it the urban myth that size matters? Let’s take a look.
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Summary: According to a recent LinkedIn survey, 25% of finance professionals are worried about losing their jobs due to automation. Their fears are not misplaced, or unique to the industry. Just as technology hollowed out American manufacturing and eliminated the middle-man in commerce, it’s driving significant disruption and disintermediation on Wall Street.
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Summary: Despite challenges from the proliferation of robo-advisors and passive investment vehicles, the RIA business is growing at a fairly brisk pace. According to Schwab’s latest RIA Benchmarking Study, the median AUM for RIAs with $250 million or more in assets grew at a 10% compounded annual rate from 2012 through 2016, to $593 million from $358 million.
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Summary: My personal experience with an executive coach changed my life. That is a powerful statement, I know. But it is sincere. I am truly overjoyed by the impact that partnering with an executive coach had on my life.
