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Summary: For millennials, financial literacy is under taught and its value under appreciated, says Julia Buchholz, a senior at the University of Illinois Urbana-Champaign.
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Summary: Forget too big to fail. For adviser Larry Watts the wirehouses are too big to care. At 60, he decided Morgan Stanley was stifling his career. Watts says he wanted to focus his attention on clients, not navigating bureaucracy or worrying about changes to a compensation plan.
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Summary: Even though advisers often ruminate for many years before going independent or even changing brokerages, many are still surprised by certain realities of the shift
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Summary: Technology is important for a NextGen advisor for many reasons. For starters, it can help you communicate better with clients. It also lets you collaborate with clients on setting financial goals and demonstrates that you’re tech-savvy.
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Summary: While AssetMark and Aite Group argue in a recent paper that large offices of supervisory jurisdiction face challenges and may not be as nimble and supportive of advisors as their smaller counterparts, industry veterans beg to differ.
