From On Wall Street
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Summary: Wealth management firms should develop broad talent and compensation strategies relevant to their goals. The next generation needs to know that it has a future, one with a clear path toward leadership and ownership.
From InvestmentNews
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Summary: To hear Carol Craigie and Catalina Franco-Cicero describe their business model, you'd think they were running some kind of physical fitness center rather than a financial planning shop.
From Think Advisor
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Summary: Many industry benchmarking studies are reporting that profitability has been falling in most independent advisory firms over the past two years. While there are a number of possible reasons for this, in my work with independent firms, I’ve found there are really only a few reasons. One is technology. Or perhaps more accurately, it's the failure of many advisory firm owners to efficiently integrate the flood of new technology into their businesses.
From Don Connelly & Associates
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Summary: You already know how dangerous for your business not using LinkedIn could be, don’t you? With more than 5 million affluent investors on the network, Financial Advisors cannot afford to overlook using it as a networking and prospecting tool.
From Financial Advisor IQ
Added on November 2016 in Join an RIA
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Summary: The annual mean wage of a personal financial advisor reached $118,050 in 2015, compared to $67,430 in 2000, according to careertrends.com, which compiled data from the Bureau of Labor Statistics. That places advisors in the top 10% among earners across all industries, Investor’s Business Daily writes.
