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Summary: After graduating from college, Eric Roberge worked at two investment banks and then four different advisory firms within five years, unable to find a company where he felt comfortable
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Summary: Over the past decade, many advisors have come to recognize that the ability to control how they run their business and service their clients is more attainable in the independent space. And they see significant value in being able to access the best of the industry’s resources (like shopping the Street for the best loan terms or investment options) and not being limited to their firm’s selection of offerings.
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Summary: The final decision to change jobs is typically made when that final straw breaks the proverbial camel’s back. There is a lot of emotion involved in “I’m out of here!” and emotional decisions can be difficult to reverse.
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Summary: Calls for financial literacy programs in high schools aren't just for the benefit of a more informed consumer base. For Laurie Belew, 2016 chair of the FPA NexGen community, those programs are another avenue for young advisors to enter the profession.
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Summary: This article is part of a continuing series in which Paul Ellis, a well-known advisor and consultant on sustainable investing strategies, interviews industry professionals on the topics of millennials and sustainable investing. What follows is an interview with industry expert Lori Choi, wealth manager and partner at Veris Wealth Partners, a pioneering wealth management firm and recognized leader in sustainable and impact investing.
