From PFI Advisors
0 visitor like this article | Viewed 78 times | 0 comment
Summary: Sheryl Sandberg’s 2013 book kicked off a public discussion on what it means to be a successful woman in the workplace, and it provided strategies and motivation for women to get ahead in their careers. More specifically to the financial services industry, Sallie Krawcheck has done some amazing work with her company, Ellevest, and has written some eye-opening articles detailing her experiences of successfully scaling the corporate ladder in the male-dominated world of Wall Street.
From IRIS
0 visitor like this article | Viewed 69 times | 0 comment
Summary: Some of the best opportunities for a company to improve its value lie hidden in plain view. Again and again in our strategy work for professional services firms we encounter a common set of problems that weaken profits and rob firms of their competitive advantage. But these problems, if solved, can become powerful opportunities. Fixing these problems can create strategic advantage and improve a firm’s long-term performance and value.
From InvestmentNews
Added on October 2016 in Other Ideas
0 visitor like this article | Viewed 80 times | 0 comment
Summary: High quality client relationships and higher fees are among the attributes that firms landing in the top-quartile of the InvestmentNews 2016 Financial Performance Study of Advisory Firms possess.
From Financial Planning
0 visitor like this article | Viewed 70 times | 0 comment
Summary: At the office, my co-workers developed a disaster plan that they test regularly. On Thursday, they quickly put it into action. In addition, I have never been so grateful for compliance.
From On Wall Street
Added on October 2016 in Form an RIA
0 visitor like this article | Viewed 95 times | 0 comment
Summary: Launching an RIA can seem like a daunting task for some advisers. It’s not really just a single major business decision but a barrage of choices that are each equally important in creating a successful enterprise. It can overwhelm the underprepared.
